SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,744,881 | -7.2% | 656,558 | -4.4% | 0.08% | -7.0% |
| Q2 2023 | $51,457,378 | +21.2% | 686,556 | +5.4% | 0.09% | +17.8% |
| Q1 2023 | $42,453,376 | +31.5% | 651,425 | +12.1% | 0.07% | +28.1% |
| Q4 2022 | $32,287,677 | -2.6% | 581,132 | -2.2% | 0.06% | -10.9% |
| Q3 2022 | $33,155,000 | -5.4% | 594,082 | -1.7% | 0.06% | 0.0% |
| Q2 2022 | $35,032,000 | -23.3% | 604,105 | -1.0% | 0.06% | -11.1% |
| Q1 2022 | $45,675,000 | -9.3% | 610,462 | +98.5% | 0.07% | -6.5% |
| Q4 2021 | $50,355,000 | -2.4% | 307,516 | -11.8% | 0.08% | -9.4% |
| Q3 2021 | $51,619,000 | -27.5% | 348,560 | -28.5% | 0.08% | -26.7% |
| Q2 2021 | $71,152,000 | +8.9% | 487,480 | -3.2% | 0.12% | +1.8% |
| Q1 2021 | $65,333,000 | -3.3% | 503,414 | -4.3% | 0.11% | -11.6% |
| Q4 2020 | $67,552,000 | +6.4% | 526,063 | -4.6% | 0.13% | -7.2% |
| Q3 2020 | $63,514,000 | +0.4% | 551,479 | -11.5% | 0.14% | -2.1% |
| Q2 2020 | $63,271,000 | +22.9% | 623,114 | -3.6% | 0.14% | +4.4% |
| Q1 2020 | $51,478,000 | -12.8% | 646,304 | +1.7% | 0.14% | +13.3% |
| Q4 2019 | $59,061,000 | – | 635,682 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,705,079 | $475,769,000 | 24.48% |
| Treybourne Wealth Planners, Inc. | 253,718 | $32,580,000 | 23.46% |
| Marquette Asset Management, LLC | 757,450 | $97,264,000 | 22.41% |
| Triton Wealth Management, PLLC | 256,008 | $32,646,000 | 20.78% |
| Reitz Capital Advisors LLC | 198,181 | $25,449,000 | 20.46% |
| Northern Capital Management, Inc. | 161,336 | $20,717,000 | 20.16% |
| Mokosak Advisory Group, LLC | 292,078 | $37,512,000 | 17.92% |
| APPLETON GROUP, LLC | 142,386 | $18,284,000 | 17.84% |
| Fund Evaluation Group, LLC | 1,058,546 | $135,928,000 | 15.98% |
| Reby Advisors, LLC | 401,465 | $51,552,000 | 13.50% |