SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,366 | -3.0% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $348,742 | +3.1% | 4,653 | -10.4% | 0.01% | 0.0% |
| Q1 2023 | $338,297 | +13.3% | 5,191 | -3.4% | 0.01% | 0.0% |
| Q4 2022 | $298,468 | +1.5% | 5,372 | +1.9% | 0.01% | -18.2% |
| Q3 2022 | $294,000 | -3.9% | 5,274 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $306,000 | -22.5% | 5,274 | 0.0% | 0.01% | -15.4% |
| Q1 2022 | $395,000 | +1.8% | 5,274 | +122.7% | 0.01% | +8.3% |
| Q4 2021 | $388,000 | +7.8% | 2,368 | -2.5% | 0.01% | -7.7% |
| Q3 2021 | $360,000 | +1.7% | 2,428 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $354,000 | +12.4% | 2,428 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $315,000 | +1.0% | 2,428 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $312,000 | +11.4% | 2,428 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $280,000 | +2.2% | 2,428 | -10.1% | 0.02% | -6.2% |
| Q2 2020 | $274,000 | +27.4% | 2,700 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $215,000 | -20.7% | 2,700 | -7.4% | 0.02% | -11.8% |
| Q4 2019 | $271,000 | +19.4% | 2,915 | +8.0% | 0.02% | +6.2% |
| Q3 2019 | $227,000 | +0.9% | 2,700 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $225,000 | +5.1% | 2,700 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $214,000 | -3.2% | 2,700 | 0.0% | 0.02% | -10.5% |
| Q3 2018 | $221,000 | +4.7% | 2,700 | -2.9% | 0.02% | -5.0% |
| Q2 2018 | $211,000 | +2.9% | 2,780 | -10.3% | 0.02% | -23.1% |
| Q3 2017 | $205,000 | – | 3,100 | – | 0.03% | – |
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% |