SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,643,472 | +562.7% | 22,600 | +1406.7% | 0.00% | – |
| Q4 2021 | $248,000 | -90.3% | 1,500 | -94.1% | 0.00% | -100.0% |
| Q2 2020 | $2,554,000 | +24.5% | 25,561 | +0.6% | 0.01% | +16.7% |
| Q1 2020 | $2,052,000 | +646.2% | 25,411 | +670.0% | 0.01% | +500.0% |
| Q3 2019 | $275,000 | -53.5% | 3,300 | -54.2% | 0.00% | 0.0% |
| Q3 2018 | $591,000 | -23.4% | 7,200 | -33.1% | 0.00% | -50.0% |
| Q2 2018 | $772,000 | 0.0% | 10,768 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $772,000 | -10.6% | 10,768 | -11.9% | 0.00% | -33.3% |
| Q4 2017 | $864,000 | +40.9% | 12,227 | +31.9% | 0.00% | +50.0% |
| Q3 2017 | $613,000 | -4.8% | 9,271 | -9.1% | 0.00% | -33.3% |
| Q2 2017 | $644,000 | – | 10,203 | – | 0.00% | – |
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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% |