SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $227,018 | +0.1% | 3,029 | -12.9% | 0.04% | +4.8% |
Q1 2023 | $226,712 | +4.5% | 3,479 | -10.9% | 0.04% | +5.0% |
Q4 2022 | $216,885 | -12.2% | 3,904 | -11.8% | 0.04% | -24.5% |
Q3 2022 | $247,000 | -31.2% | 4,428 | -28.4% | 0.05% | -27.4% |
Q2 2022 | $359,000 | -61.4% | 6,183 | -50.2% | 0.07% | -54.4% |
Q1 2022 | $929,000 | -19.8% | 12,423 | +75.7% | 0.16% | -14.4% |
Q4 2021 | $1,158,000 | +9.8% | 7,072 | -0.8% | 0.19% | -7.4% |
Q3 2021 | $1,055,000 | +1.2% | 7,127 | -0.2% | 0.20% | -14.8% |
Q2 2021 | $1,042,000 | +3.8% | 7,138 | -7.7% | 0.24% | -2.5% |
Q1 2021 | $1,004,000 | -11.5% | 7,733 | -7.1% | 0.24% | -9.7% |
Q4 2020 | $1,134,000 | -2.9% | 8,328 | -17.9% | 0.27% | -18.7% |
Q3 2020 | $1,168,000 | +8.8% | 10,141 | -4.1% | 0.33% | +6.1% |
Q2 2020 | $1,074,000 | +27.3% | 10,580 | -0.2% | 0.31% | +9.5% |
Q1 2020 | $844,000 | -14.1% | 10,600 | +0.3% | 0.28% | +10.5% |
Q4 2019 | $982,000 | +8.9% | 10,570 | -1.6% | 0.26% | +0.8% |
Q3 2019 | $902,000 | +11.5% | 10,742 | +10.6% | 0.26% | +9.4% |
Q2 2019 | $809,000 | – | 9,714 | – | 0.23% | – |
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% |