SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417,704 | -0.0% | 5,744 | +3.0% | 0.05% | 0.0% |
| Q2 2023 | $417,846 | +18.4% | 5,575 | +3.0% | 0.05% | +8.9% |
| Q1 2023 | $352,896 | +24.3% | 5,415 | +6.0% | 0.04% | +12.5% |
| Q4 2022 | $283,856 | +7.5% | 5,109 | +8.2% | 0.04% | -4.8% |
| Q3 2022 | $264,000 | +17.3% | 4,723 | +21.6% | 0.04% | +16.7% |
| Q2 2022 | $225,000 | -9.6% | 3,883 | +16.6% | 0.04% | +5.9% |
| Q1 2022 | $249,000 | -13.8% | 3,331 | +88.7% | 0.03% | -15.0% |
| Q4 2021 | $289,000 | +4.7% | 1,765 | -5.4% | 0.04% | -7.0% |
| Q3 2021 | $276,000 | +10.0% | 1,866 | +8.4% | 0.04% | +7.5% |
| Q2 2021 | $251,000 | – | 1,721 | – | 0.04% | – |
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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% |