SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,231 | -3.0% | 3,276 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $245,536 | +15.0% | 3,276 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $213,497 | -1.6% | 3,276 | -0.9% | 0.01% | -12.5% |
| Q2 2022 | $217,000 | -46.4% | 3,306 | -39.0% | 0.01% | -38.5% |
| Q1 2022 | $405,000 | -8.8% | 5,417 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $444,000 | +10.7% | 2,709 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $401,000 | -2.2% | 2,709 | -3.6% | 0.01% | 0.0% |
| Q2 2021 | $410,000 | -71.4% | 2,809 | -74.6% | 0.01% | -72.9% |
| Q1 2021 | $1,436,000 | +1.1% | 11,066 | 0.0% | 0.05% | -5.9% |
| Q4 2020 | $1,421,000 | +3.3% | 11,066 | -7.3% | 0.05% | -10.5% |
| Q3 2020 | $1,375,000 | +13.4% | 11,940 | 0.0% | 0.06% | +5.6% |
| Q2 2020 | $1,212,000 | – | 11,940 | – | 0.05% | – |
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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% |