SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $271,911 | -0.4% | 4,894 | 0.0% | 0.14% | -11.3% |
Q3 2022 | $273,000 | -31.9% | 4,894 | -8.8% | 0.16% | -26.0% |
Q1 2022 | $401,000 | -74.5% | 5,364 | -56.1% | 0.22% | -77.7% |
Q4 2020 | $1,571,000 | +33.8% | 12,231 | +20.0% | 0.96% | +19.7% |
Q3 2020 | $1,174,000 | +45.7% | 10,196 | +28.4% | 0.80% | +30.5% |
Q2 2020 | $806,000 | +201.9% | 7,943 | +137.2% | 0.62% | +130.7% |
Q1 2020 | $267,000 | – | 3,349 | – | 0.27% | – |
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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% |