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 | ||||
---|---|---|---|---|---|---|
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. | 3,647,160 | $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% |