SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,404 | -3.0% | 1,697 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $127,189 | +15.0% | 1,697 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $110,592 | -33.8% | 1,697 | -43.6% | 0.02% | -37.5% |
| Q4 2022 | $167,052 | +22.8% | 3,007 | +23.8% | 0.02% | +4.3% |
| Q3 2022 | $136,000 | +1600.0% | 2,428 | +2067.9% | 0.02% | +2200.0% |
| Q1 2022 | $8,000 | -11.1% | 112 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 56 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -50.0% | 56 | -65.4% | 0.00% | -50.0% |
| Q3 2019 | $14,000 | +7.7% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -15.4% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | -50.0% | 162 | -67.3% | 0.00% | -78.9% |
| Q2 2016 | $26,000 | – | 496 | – | 0.02% | – |
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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% |