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 | $783,852 | +20.2% | 10,779 | +23.9% | 0.03% | +19.2% |
| Q2 2023 | $652,280 | +35.9% | 8,703 | +18.1% | 0.03% | +23.8% |
| Q1 2023 | $480,131 | +0.5% | 7,367 | -14.3% | 0.02% | -4.5% |
| Q4 2022 | $477,505 | -34.9% | 8,594 | -34.7% | 0.02% | -42.1% |
| Q3 2022 | $734,000 | -2.7% | 13,157 | +1.2% | 0.04% | -5.0% |
| Q2 2022 | $754,000 | +64.6% | 12,996 | +112.1% | 0.04% | +73.9% |
| Q1 2022 | $458,000 | +8.8% | 6,126 | +138.1% | 0.02% | +9.5% |
| Q4 2021 | $421,000 | +60.1% | 2,573 | +45.0% | 0.02% | +40.0% |
| Q3 2021 | $263,000 | -1.9% | 1,774 | -3.5% | 0.02% | -6.2% |
| Q2 2021 | $268,000 | +3.1% | 1,839 | -9.2% | 0.02% | -20.0% |
| Q4 2020 | $260,000 | -65.4% | 2,026 | -69.0% | 0.02% | -68.8% |
| Q3 2020 | $752,000 | +13.6% | 6,525 | +0.1% | 0.06% | +3.2% |
| Q2 2020 | $662,000 | +26.8% | 6,517 | -0.5% | 0.06% | +8.8% |
| Q1 2020 | $522,000 | -18.8% | 6,552 | -5.3% | 0.06% | -19.7% |
| Q4 2019 | $643,000 | +22.7% | 6,919 | +11.0% | 0.07% | +12.7% |
| Q3 2019 | $524,000 | +91.9% | 6,232 | +89.8% | 0.06% | +75.0% |
| Q2 2019 | $273,000 | +8.3% | 3,283 | +3.3% | 0.04% | -2.7% |
| Q1 2019 | $252,000 | +24.1% | 3,179 | +8.2% | 0.04% | +8.8% |
| Q4 2018 | $203,000 | -25.4% | 2,938 | -11.4% | 0.03% | -29.2% |
| Q3 2018 | $272,000 | – | 3,316 | – | 0.05% | – |
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% |