SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,905 | -3.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,976 | +15.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,281 | +17.3% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $26,668 | -1.2% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -3.6% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -22.2% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -7.7% | 480 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | +8.3% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | +2.9% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +12.9% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | 0.0% | 240 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $31,000 | +10.7% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | +16.7% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +26.3% | 240 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $19,000 | -13.6% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | -4.3% | 240 | -12.7% | 0.00% | -50.0% |
| Q2 2019 | $23,000 | +4.5% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -17.4% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | +9.5% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | -58.0% | 275 | -60.3% | 0.00% | -50.0% |
| Q1 2018 | $50,000 | – | 693 | – | 0.00% | – |
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% |