SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,778,776 | +327.1% | 38,212 | +340.2% | 0.13% | +336.7% |
Q2 2023 | $650,566 | +28.5% | 8,680 | +11.7% | 0.03% | +25.0% |
Q1 2023 | $506,371 | +56.0% | 7,770 | +33.0% | 0.02% | +50.0% |
Q4 2022 | $324,582 | -0.4% | 5,842 | 0.0% | 0.02% | -11.1% |
Q3 2022 | $326,000 | -3.8% | 5,842 | 0.0% | 0.02% | +5.9% |
Q2 2022 | $339,000 | -22.4% | 5,842 | 0.0% | 0.02% | -15.0% |
Q1 2022 | $437,000 | -9.9% | 5,842 | +97.2% | 0.02% | -4.8% |
Q4 2021 | $485,000 | +13.8% | 2,963 | +2.9% | 0.02% | 0.0% |
Q3 2021 | $426,000 | +1.4% | 2,879 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $420,000 | +10.8% | 2,879 | -1.5% | 0.02% | 0.0% |
Q1 2021 | $379,000 | +1.1% | 2,923 | 0.0% | 0.02% | -4.5% |
Q4 2020 | $375,000 | +11.3% | 2,923 | 0.0% | 0.02% | -4.3% |
Q3 2020 | $337,000 | +13.5% | 2,923 | 0.0% | 0.02% | +4.5% |
Q2 2020 | $297,000 | +27.5% | 2,923 | 0.0% | 0.02% | +10.0% |
Q1 2020 | $233,000 | – | 2,923 | – | 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% |