SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,780 | -9.1% | 2,761 | -6.3% | 0.02% | 0.0% |
| Q2 2023 | $220,878 | +14.1% | 2,947 | -0.8% | 0.02% | +5.6% |
| Q1 2023 | $193,621 | -5.8% | 2,971 | -19.7% | 0.02% | -10.0% |
| Q4 2022 | $205,516 | -12.2% | 3,699 | -11.6% | 0.02% | -16.7% |
| Q3 2022 | $234,000 | -3.7% | 4,186 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $243,000 | -23.6% | 4,186 | -1.5% | 0.02% | -11.1% |
| Q1 2022 | $318,000 | -54.6% | 4,251 | -0.6% | 0.03% | -50.9% |
| Q4 2021 | $700,000 | -79.2% | 4,277 | -81.2% | 0.06% | -81.4% |
| Q3 2021 | $3,369,000 | -8.0% | 22,750 | -9.3% | 0.30% | -7.2% |
| Q2 2021 | $3,663,000 | +10.1% | 25,094 | -3.2% | 0.32% | -2.5% |
| Q4 2020 | $3,328,000 | +9.7% | 25,920 | -1.6% | 0.33% | -0.9% |
| Q3 2020 | $3,035,000 | +9.7% | 26,354 | -3.3% | 0.33% | +0.6% |
| Q2 2020 | $2,767,000 | +25.5% | 27,248 | -1.5% | 0.33% | +1.6% |
| Q1 2020 | $2,204,000 | -17.7% | 27,667 | -4.0% | 0.32% | +1.3% |
| Q4 2019 | $2,678,000 | +9.3% | 28,824 | -1.1% | 0.32% | +1.3% |
| Q3 2019 | $2,450,000 | -2.7% | 29,159 | -3.6% | 0.31% | -3.4% |
| Q2 2019 | $2,517,000 | +2.8% | 30,247 | -1.9% | 0.32% | -2.1% |
| Q1 2019 | $2,449,000 | +16.3% | 30,837 | +1.0% | 0.33% | +1.2% |
| Q4 2018 | $2,105,000 | -17.0% | 30,534 | -1.3% | 0.33% | -4.4% |
| Q3 2018 | $2,537,000 | +6.7% | 30,933 | -1.4% | 0.34% | 0.0% |
| Q2 2018 | $2,377,000 | -47.5% | 31,361 | -50.3% | 0.34% | -1.4% |
| Q1 2018 | $4,526,000 | +102.0% | 63,104 | +99.1% | 0.35% | +2.1% |
| Q4 2017 | $2,241,000 | +5.0% | 31,689 | -1.9% | 0.34% | +4.6% |
| Q3 2017 | $2,134,000 | +3.4% | 32,298 | -1.1% | 0.33% | -5.0% |
| Q2 2017 | $2,063,000 | +1.7% | 32,649 | -2.6% | 0.34% | +12.8% |
| Q1 2017 | $2,028,000 | -3.8% | 33,533 | -11.2% | 0.30% | -12.9% |
| Q4 2016 | $2,108,000 | +34.7% | 37,750 | +33.9% | 0.35% | +30.2% |
| Q3 2016 | $1,565,000 | – | 28,202 | – | 0.27% | – |
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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% |