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 | $770,250 | +24.8% | 10,592 | -4.2% | 0.00% | – |
| Q3 2022 | $617,000 | +198.1% | 11,057 | +776.1% | 0.00% | – |
| Q4 2021 | $207,000 | -68.2% | 1,262 | -71.7% | 0.00% | – |
| Q2 2021 | $651,000 | +50.3% | 4,459 | +4.7% | 0.00% | -100.0% |
| Q2 2020 | $433,000 | -44.1% | 4,260 | -54.2% | 0.00% | 0.0% |
| Q2 2019 | $774,000 | +77.9% | 9,306 | +69.8% | 0.00% | 0.0% |
| Q1 2019 | $435,000 | -25.8% | 5,482 | -23.3% | 0.00% | 0.0% |
| Q3 2018 | $586,000 | +90.9% | 7,143 | +76.2% | 0.00% | – |
| Q2 2018 | $307,000 | -39.7% | 4,053 | -42.9% | 0.00% | -100.0% |
| Q1 2018 | $509,000 | -0.2% | 7,092 | -1.7% | 0.00% | 0.0% |
| Q4 2017 | $510,000 | -10.2% | 7,211 | -16.1% | 0.00% | 0.0% |
| Q3 2017 | $568,000 | +66.1% | 8,597 | +59.0% | 0.00% | 0.0% |
| Q2 2017 | $342,000 | +23.0% | 5,408 | +17.5% | 0.00% | 0.0% |
| Q1 2017 | $278,000 | +36.9% | 4,604 | +26.5% | 0.00% | – |
| Q4 2016 | $203,000 | -53.4% | 3,639 | -56.2% | 0.00% | -100.0% |
| Q2 2016 | $436,000 | -28.5% | 8,303 | -28.7% | 0.00% | -50.0% |
| Q1 2016 | $610,000 | -14.1% | 11,643 | -13.4% | 0.00% | +100.0% |
| Q4 2015 | $710,000 | -40.7% | 13,445 | -43.9% | 0.00% | -50.0% |
| Q3 2015 | $1,197,000 | +18.2% | 23,957 | +26.9% | 0.00% | 0.0% |
| Q2 2015 | $1,013,000 | +10.1% | 18,880 | +10.5% | 0.00% | 0.0% |
| Q1 2015 | $920,000 | – | 17,087 | – | 0.00% | – |
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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% |