SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,104 | +14.2% | 218 | 0.0% | 0.01% | +12.5% |
| Q3 2023 | $15,849 | -2.9% | 218 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16,316 | +15.1% | 218 | +0.5% | 0.01% | +14.3% |
| Q1 2023 | $14,170 | +17.5% | 217 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $12,064 | +0.5% | 217 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $12,000 | -7.7% | 217 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $13,000 | -18.8% | 217 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $16,000 | -11.1% | 216 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | +12.5% | 108 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 108 | 0.0% | 0.01% | +40.0% |
| Q2 2021 | $16,000 | +14.3% | 108 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $14,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 108 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -10.0% | 107 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $10,000 | +11.1% | 107 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 106 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $7,000 | -22.2% | 106 | +1.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | +60.0% | 105 | +4.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | 0.0% | 101 | +1.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,647,160 | $299,140,000 | 23.95% |
| Marquette Asset Management, LLC | 909,798 | $74,622,000 | 23.44% |
| APPLETON GROUP, LLC | 244,191 | $20,029,000 | 21.22% |
| Financial Engines Advisors L.L.C. | 10,911,049 | $894,897,000 | 17.06% |
| Fund Evaluation Group, LLC | 1,097,932 | $90,052,000 | 14.87% |
| Newport Wealth Strategies, Inc. | 135,502 | $10,172,000 | 12.97% |
| Financial Management Professionals, Inc. | 389,987 | $31,987,000 | 12.42% |
| TOTAL INVESTMENT MANAGEMENT INC | 679,537 | $55,736,000 | 12.32% |
| PIERSHALE FINANCIAL GROUP, INC. | 299,995 | $24,606,000 | 12.01% |
| Harborview Advisors, LLC | 124,130 | $10,181,000 | 10.35% |