SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $265,000 | -5.4% | 4,746 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $280,000 | -27.1% | 4,836 | -5.8% | 0.00% | 0.0% |
| Q1 2022 | $384,000 | -8.8% | 5,136 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $421,000 | -43.9% | 2,568 | -49.3% | 0.00% | -50.0% |
| Q3 2021 | $751,000 | +0.5% | 5,068 | -45.9% | 0.01% | -40.0% |
| Q1 2020 | $747,000 | +694.7% | 9,373 | +693.6% | 0.01% | +900.0% |
| Q1 2019 | $94,000 | +16.0% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $81,000 | -16.5% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $97,000 | +9.0% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $89,000 | +4.7% | 1,181 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $85,000 | -6.6% | 1,181 | -8.0% | 0.00% | 0.0% |
| Q4 2017 | $91,000 | – | 1,283 | – | 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% |