SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $79,000 | -94.6% | 1,056 | -88.1% | 0.00% | -93.9% |
| Q4 2021 | $1,455,000 | -29.7% | 8,884 | -36.4% | 0.05% | -29.0% |
| Q3 2021 | $2,070,000 | -7.3% | 13,977 | -8.7% | 0.07% | -9.2% |
| Q2 2021 | $2,234,000 | -30.8% | 15,307 | -38.5% | 0.08% | -33.3% |
| Q1 2021 | $3,229,000 | -19.7% | 24,876 | -20.6% | 0.11% | -23.0% |
| Q4 2020 | $4,023,000 | -0.8% | 31,337 | -11.0% | 0.15% | -11.4% |
| Q3 2020 | $4,054,000 | +2045.0% | 35,201 | +1785.4% | 0.17% | +1987.5% |
| Q2 2020 | $189,000 | -79.4% | 1,867 | -83.8% | 0.01% | -81.4% |
| Q1 2020 | $916,000 | -83.1% | 11,494 | -80.2% | 0.04% | -77.7% |
| Q4 2019 | $5,406,000 | +74.3% | 58,189 | +57.7% | 0.19% | +73.9% |
| Q3 2019 | $3,102,000 | +1838.8% | 36,910 | +1818.4% | 0.11% | +2120.0% |
| Q2 2019 | $160,000 | +95.1% | 1,924 | +91.8% | 0.01% | +150.0% |
| Q1 2019 | $82,000 | – | 1,003 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |