SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $602,000 | -99.3% | 10,780 | -99.2% | 0.06% | -99.4% |
| Q2 2022 | $82,566,000 | -19.5% | 1,423,794 | +3.8% | 10.10% | -17.5% |
| Q1 2022 | $102,588,000 | -7.5% | 1,371,136 | +102.5% | 12.24% | -3.7% |
| Q4 2021 | $110,888,000 | +9.8% | 677,181 | -0.7% | 12.72% | +0.4% |
| Q3 2021 | $100,962,000 | +1.2% | 681,762 | -0.3% | 12.67% | +1.2% |
| Q2 2021 | $99,785,000 | +11.0% | 683,644 | -1.3% | 12.51% | +4.3% |
| Q1 2021 | $89,900,000 | +2.8% | 692,708 | +1.7% | 12.00% | +3.4% |
| Q4 2020 | $87,481,000 | +10.8% | 681,266 | -0.6% | 11.61% | -3.8% |
| Q3 2020 | $78,968,000 | +11.3% | 685,663 | -1.9% | 12.07% | +4.2% |
| Q2 2020 | $70,937,000 | -20.8% | 698,612 | +43427.2% | 11.58% | +48170.8% |
| Q4 2016 | $89,607,000 | – | 1,605 | – | 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% |