SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,744 | +85.5% | 11,506 | +41.7% | 0.04% | +77.3% |
| Q4 2022 | $451,057 | -14.6% | 8,118 | -10.9% | 0.02% | -4.3% |
| Q2 2022 | $528,000 | -48.5% | 9,110 | +31.5% | 0.02% | -39.5% |
| Q3 2021 | $1,026,000 | -16.9% | 6,927 | -27.1% | 0.04% | -28.3% |
| Q1 2021 | $1,234,000 | +89.6% | 9,506 | +87.5% | 0.05% | +82.8% |
| Q4 2020 | $651,000 | – | 5,071 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |