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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,990 | -97.3% | 3,204 | -97.3% | 0.00% | -100.0% |
Q2 2023 | $8,776,074 | +0.5% | 117,092 | -12.6% | 0.01% | 0.0% |
Q1 2023 | $8,730,905 | +4.3% | 133,971 | -11.1% | 0.01% | 0.0% |
Q4 2022 | $8,368,407 | +1060.7% | 150,619 | +1065.9% | 0.01% | +1300.0% |
Q3 2022 | $721,000 | +232.3% | 12,919 | +877.2% | 0.00% | – |
Q4 2021 | $217,000 | -34.8% | 1,322 | -48.5% | 0.00% | -100.0% |
Q1 2021 | $333,000 | – | 2,565 | – | 0.00% | – |
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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% |