SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,236 | -3.0% | 4,940 | 0.0% | 0.00% | – |
| Q2 2023 | $370,253 | +15.0% | 4,940 | 0.0% | 0.00% | – |
| Q1 2023 | $321,939 | +17.3% | 4,940 | 0.0% | 0.00% | – |
| Q4 2022 | $274,466 | -0.6% | 4,940 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $276,000 | -3.5% | 4,940 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $286,000 | -21.6% | 4,940 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $365,000 | -11.0% | 4,940 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $410,000 | +39.9% | 2,470 | +28.8% | 0.00% | 0.0% |
| Q3 2021 | $293,000 | +4.6% | 1,918 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $280,000 | -30.3% | 1,918 | -38.3% | 0.00% | 0.0% |
| Q1 2021 | $402,000 | +0.5% | 3,108 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $400,000 | +11.7% | 3,108 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $358,000 | +2.9% | 3,108 | -9.4% | 0.00% | 0.0% |
| Q2 2020 | $348,000 | +70.6% | 3,430 | +35.0% | 0.00% | 0.0% |
| Q1 2020 | $204,000 | -13.6% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $236,000 | +10.3% | 2,540 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $214,000 | – | 2,540 | – | 0.00% | – |
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% |