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 | $754,740 | -8.2% | 10,379 | -5.4% | 0.22% | -8.7% |
Q2 2023 | $822,089 | +15.1% | 10,968 | +0.1% | 0.24% | +8.5% |
Q1 2023 | $714,106 | +17.4% | 10,958 | +0.1% | 0.22% | +8.3% |
Q4 2022 | $608,141 | -1.9% | 10,946 | -1.5% | 0.21% | -10.4% |
Q3 2022 | $620,000 | -3.7% | 11,112 | +0.1% | 0.23% | +4.5% |
Q2 2022 | $644,000 | -22.4% | 11,100 | +0.1% | 0.22% | -10.9% |
Q1 2022 | $830,000 | -8.5% | 11,089 | +100.2% | 0.25% | -0.8% |
Q4 2021 | $907,000 | +10.7% | 5,539 | +0.1% | 0.25% | +27.7% |
Q3 2021 | $819,000 | +1.5% | 5,533 | +0.1% | 0.20% | +4.8% |
Q2 2021 | $807,000 | +12.6% | 5,529 | +0.1% | 0.19% | +6.3% |
Q1 2021 | $717,000 | +1.1% | 5,524 | +0.1% | 0.18% | -5.9% |
Q4 2020 | $709,000 | +10.6% | 5,519 | -0.9% | 0.19% | -2.1% |
Q3 2020 | $641,000 | +6.7% | 5,568 | -5.9% | 0.19% | -3.1% |
Q2 2020 | $601,000 | +27.6% | 5,916 | +0.1% | 0.20% | +10.1% |
Q1 2020 | $471,000 | -15.4% | 5,909 | -1.5% | 0.18% | -9.2% |
Q4 2019 | $557,000 | +10.7% | 5,999 | +0.2% | 0.20% | +21.0% |
Q3 2019 | $503,000 | +0.6% | 5,990 | -0.3% | 0.16% | +2.5% |
Q2 2019 | $500,000 | +4.8% | 6,008 | 0.0% | 0.16% | +16.2% |
Q1 2019 | $477,000 | +15.5% | 6,008 | +0.3% | 0.14% | -13.4% |
Q4 2018 | $413,000 | -19.0% | 5,988 | -3.7% | 0.16% | -9.8% |
Q3 2018 | $510,000 | +24.1% | 6,217 | -0.1% | 0.17% | +6.7% |
Q3 2017 | $411,000 | +4.6% | 6,224 | +0.0% | 0.16% | +5.8% |
Q2 2017 | $393,000 | +3.1% | 6,223 | -1.2% | 0.15% | -1.9% |
Q1 2017 | $381,000 | – | 6,299 | – | 0.16% | – |
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% |