SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $443,869 | +16.6% | 6,811 | -0.6% | 0.02% | -4.0% |
| Q4 2022 | $380,592 | -0.4% | 6,850 | +0.2% | 0.02% | -10.7% |
| Q3 2022 | $382,000 | -3.0% | 6,837 | +0.6% | 0.03% | 0.0% |
| Q2 2022 | $394,000 | -22.6% | 6,798 | -0.0% | 0.03% | -9.7% |
| Q1 2022 | $509,000 | -20.2% | 6,799 | +74.4% | 0.03% | -22.5% |
| Q4 2021 | $638,000 | +10.6% | 3,899 | 0.0% | 0.04% | -9.1% |
| Q3 2021 | $577,000 | +1.4% | 3,899 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $569,000 | +12.5% | 3,899 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $506,000 | +1.0% | 3,899 | 0.0% | 0.04% | -8.5% |
| Q4 2020 | $501,000 | +11.6% | 3,899 | 0.0% | 0.05% | +38.2% |
| Q3 2020 | $449,000 | -77.4% | 3,899 | -80.1% | 0.03% | -87.3% |
| Q2 2020 | $1,985,000 | +199.8% | 19,550 | +135.4% | 0.27% | +152.8% |
| Q1 2020 | $662,000 | +51.5% | 8,306 | +76.8% | 0.11% | +71.0% |
| Q4 2019 | $437,000 | +10.6% | 4,699 | 0.0% | 0.06% | -4.6% |
| Q3 2019 | $395,000 | +1.0% | 4,699 | 0.0% | 0.06% | -29.3% |
| Q2 2019 | $391,000 | +4.8% | 4,699 | 0.0% | 0.09% | +10.8% |
| Q1 2019 | $373,000 | +15.1% | 4,699 | 0.0% | 0.08% | -26.5% |
| Q4 2018 | $324,000 | -15.8% | 4,699 | 0.0% | 0.11% | -5.8% |
| Q3 2018 | $385,000 | +8.1% | 4,699 | 0.0% | 0.12% | +7.1% |
| Q2 2018 | $356,000 | +5.6% | 4,699 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $337,000 | -20.7% | 4,699 | -21.7% | 0.11% | -0.9% |
| Q4 2017 | $425,000 | – | 6,004 | – | 0.11% | – |
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% |