SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $331,713 | -3.6% | 4,562 | -0.7% | 0.00% | 0.0% |
Q2 2023 | $344,252 | +15.3% | 4,593 | +0.2% | 0.00% | 0.0% |
Q1 2023 | $298,582 | +8.4% | 4,582 | -7.6% | 0.00% | 0.0% |
Q4 2022 | $275,473 | -3.0% | 4,958 | -2.7% | 0.00% | -20.0% |
Q3 2022 | $284,000 | -5.0% | 5,097 | -1.2% | 0.01% | 0.0% |
Q2 2022 | $299,000 | -22.5% | 5,159 | +0.0% | 0.01% | 0.0% |
Q1 2022 | $386,000 | +2.1% | 5,157 | +123.2% | 0.01% | 0.0% |
Q4 2021 | $378,000 | +56.2% | 2,311 | +41.7% | 0.01% | +25.0% |
Q3 2021 | $242,000 | -34.1% | 1,631 | -35.2% | 0.00% | -33.3% |
Q2 2021 | $367,000 | +8.9% | 2,518 | -3.1% | 0.01% | 0.0% |
Q1 2021 | $337,000 | -12.7% | 2,599 | -13.7% | 0.01% | -14.3% |
Q4 2020 | $386,000 | +14.2% | 3,010 | +2.4% | 0.01% | 0.0% |
Q3 2020 | $338,000 | +10.1% | 2,939 | -2.9% | 0.01% | 0.0% |
Q2 2020 | $307,000 | +25.3% | 3,026 | -1.8% | 0.01% | +16.7% |
Q1 2020 | $245,000 | -19.9% | 3,082 | -6.3% | 0.01% | 0.0% |
Q4 2019 | $306,000 | +7.4% | 3,290 | -3.1% | 0.01% | 0.0% |
Q3 2019 | $285,000 | -8.1% | 3,396 | -8.8% | 0.01% | 0.0% |
Q2 2019 | $310,000 | +11.5% | 3,724 | +6.4% | 0.01% | 0.0% |
Q1 2019 | $278,000 | +6.1% | 3,501 | +9.6% | 0.01% | +20.0% |
Q3 2018 | $262,000 | -4.0% | 3,195 | -11.2% | 0.01% | -16.7% |
Q2 2018 | $273,000 | +25.8% | 3,596 | +18.8% | 0.01% | +20.0% |
Q1 2018 | $217,000 | -4.0% | 3,028 | -5.3% | 0.01% | 0.0% |
Q4 2017 | $226,000 | -7.4% | 3,198 | -13.3% | 0.01% | -16.7% |
Q3 2017 | $244,000 | +8.0% | 3,689 | +3.0% | 0.01% | 0.0% |
Q2 2017 | $226,000 | +5.6% | 3,581 | +1.0% | 0.01% | +20.0% |
Q1 2017 | $214,000 | +6.5% | 3,545 | -2.3% | 0.01% | -16.7% |
Q3 2016 | $201,000 | -12.2% | 3,629 | -16.4% | 0.01% | -14.3% |
Q4 2015 | $229,000 | +2.7% | 4,340 | -2.6% | 0.01% | -12.5% |
Q3 2015 | $223,000 | -20.6% | 4,456 | -14.8% | 0.01% | -11.1% |
Q2 2015 | $281,000 | +13.8% | 5,229 | +14.2% | 0.01% | +12.5% |
Q1 2015 | $247,000 | +17.6% | 4,578 | +13.1% | 0.01% | +14.3% |
Q4 2014 | $210,000 | – | 4,047 | – | 0.01% | – |
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% |