SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410 | -3.1% | 5,635 | -0.2% | 0.06% | 0.0% |
Q2 2023 | $423 | -99.9% | 5,645 | -5.5% | 0.06% | 0.0% |
Q1 2023 | $389,391 | +17.9% | 5,975 | +0.5% | 0.06% | +10.3% |
Q4 2022 | $330,304 | +0.7% | 5,945 | +1.3% | 0.06% | -14.7% |
Q3 2022 | $328,000 | -28.4% | 5,870 | -25.7% | 0.07% | -26.9% |
Q2 2022 | $458,000 | -22.4% | 7,900 | +0.3% | 0.09% | -13.1% |
Q1 2022 | $590,000 | -12.6% | 7,880 | +91.3% | 0.11% | -12.3% |
Q4 2021 | $675,000 | +65.8% | 4,120 | +49.8% | 0.12% | +50.6% |
Q3 2021 | $407,000 | -6.7% | 2,750 | -7.9% | 0.08% | -5.8% |
Q2 2021 | $436,000 | +12.7% | 2,985 | 0.0% | 0.09% | +4.9% |
Q1 2021 | $387,000 | -24.9% | 2,985 | -25.6% | 0.08% | -31.7% |
Q4 2020 | $515,000 | +11.5% | 4,010 | 0.0% | 0.12% | -5.5% |
Q3 2020 | $462,000 | +24.2% | 4,010 | +9.6% | 0.13% | +21.0% |
Q2 2020 | $372,000 | +79.7% | 3,660 | +41.0% | 0.10% | +54.4% |
Q1 2020 | $207,000 | -13.8% | 2,595 | +0.6% | 0.07% | +11.5% |
Q4 2019 | $240,000 | +10.6% | 2,580 | 0.0% | 0.06% | +3.4% |
Q3 2019 | $217,000 | +0.9% | 2,580 | 0.0% | 0.06% | +1.7% |
Q2 2019 | $215,000 | – | 2,580 | – | 0.06% | – |
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% |