SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,184,402 | -3.4% | 43,170 | 0.0% | 0.12% | -1.6% |
| Q2 2023 | $2,260,813 | +108176.5% | 43,170 | 0.0% | 0.12% | +4.3% |
| Q1 2023 | $2,088 | -99.0% | 43,170 | +1482.5% | 0.12% | +1070.0% |
| Q1 2022 | $204,000 | -8.5% | 2,728 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $223,000 | -19.2% | 1,364 | -26.8% | 0.01% | -26.7% |
| Q3 2021 | $276,000 | +1.5% | 1,864 | 0.0% | 0.02% | +7.1% |
| Q2 2021 | $272,000 | -2.5% | 1,864 | -13.3% | 0.01% | -6.7% |
| Q1 2021 | $279,000 | +1.1% | 2,150 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $276,000 | +11.3% | 2,150 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $248,000 | +13.8% | 2,150 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $218,000 | +7.4% | 2,150 | -15.8% | 0.02% | -5.9% |
| Q1 2020 | $203,000 | -14.3% | 2,552 | 0.0% | 0.02% | +6.2% |
| Q4 2019 | $237,000 | +10.7% | 2,552 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $214,000 | +0.9% | 2,552 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $212,000 | +4.4% | 2,552 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $203,000 | -2.9% | 2,552 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $209,000 | – | 2,552 | – | 0.02% | – |
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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% |