SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 207 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,606,357 | -2.1% | 475,885 | +0.9% | 5.24% | +1.4% |
| Q2 2023 | $35,358,896 | +14.0% | 471,766 | -0.9% | 5.17% | +4.7% |
| Q1 2023 | $31,010,257 | +20.4% | 475,836 | +2.7% | 4.94% | +9.8% |
| Q4 2022 | $25,754,615 | +16.2% | 463,546 | +16.7% | 4.50% | +6.6% |
| Q3 2022 | $22,173,000 | -0.9% | 397,303 | +3.0% | 4.22% | +2.5% |
| Q2 2022 | $22,366,000 | -15.2% | 385,689 | +9.4% | 4.12% | -0.3% |
| Q1 2022 | $26,369,000 | -2.5% | 352,432 | +113.3% | 4.13% | +3.3% |
| Q4 2021 | $27,059,000 | +12.1% | 165,245 | +1.4% | 4.00% | +1.5% |
| Q3 2021 | $24,141,000 | -1.2% | 163,013 | -2.7% | 3.94% | -1.6% |
| Q2 2021 | $24,443,000 | +18.6% | 167,460 | +5.5% | 4.00% | +8.7% |
| Q1 2021 | $20,603,000 | +4.3% | 158,756 | +3.2% | 3.68% | -2.4% |
| Q4 2020 | $19,753,000 | +15.3% | 153,826 | +3.4% | 3.77% | -0.6% |
| Q3 2020 | $17,126,000 | +18.6% | 148,704 | +4.5% | 3.80% | +5.1% |
| Q2 2020 | $14,443,000 | +27.9% | 142,241 | +0.3% | 3.61% | +4.0% |
| Q1 2020 | $11,294,000 | -14.2% | 141,795 | +0.1% | 3.47% | +6.8% |
| Q4 2019 | $13,163,000 | +14.7% | 141,671 | +3.7% | 3.25% | +1.7% |
| Q3 2019 | $11,481,000 | +7.1% | 136,664 | +6.1% | 3.20% | +3.1% |
| Q2 2019 | $10,720,000 | +20.2% | 128,831 | +14.7% | 3.10% | +9.1% |
| Q1 2019 | $8,922,000 | +2.6% | 112,325 | -10.9% | 2.84% | -0.3% |
| Q4 2018 | $8,693,000 | -10.0% | 126,117 | +7.1% | 2.85% | +9.2% |
| Q3 2018 | $9,655,000 | +10.6% | 117,713 | +2.2% | 2.61% | +5.7% |
| Q2 2018 | $8,731,000 | +16.1% | 115,210 | +9.9% | 2.47% | +6.7% |
| Q1 2018 | $7,519,000 | +7.2% | 104,858 | +5.7% | 2.32% | +8.2% |
| Q4 2017 | $7,017,000 | +10.8% | 99,231 | +3.5% | 2.14% | +2.6% |
| Q3 2017 | $6,332,000 | +4.7% | 95,838 | +0.2% | 2.09% | +1.4% |
| Q2 2017 | $6,046,000 | +10.1% | 95,662 | +5.3% | 2.06% | +7.4% |
| Q1 2017 | $5,492,000 | +15.0% | 90,810 | +6.2% | 1.92% | +8.2% |
| Q4 2016 | $4,774,000 | +1.7% | 85,504 | +1.1% | 1.77% | -4.2% |
| Q3 2016 | $4,692,000 | +8.8% | 84,574 | +2.9% | 1.85% | +1.5% |
| Q2 2016 | $4,314,000 | +4.9% | 82,215 | +4.8% | 1.82% | +1.2% |
| Q1 2016 | $4,112,000 | +2.2% | 78,434 | +2.9% | 1.80% | -0.9% |
| Q4 2015 | $4,025,000 | +18.8% | 76,190 | +12.4% | 1.82% | +7.2% |
| Q3 2015 | $3,388,000 | +7.9% | 67,787 | +15.8% | 1.69% | +14.2% |
| Q2 2015 | $3,141,000 | +40.9% | 58,522 | +41.4% | 1.48% | +38.4% |
| Q1 2015 | $2,230,000 | +62.3% | 41,394 | +56.1% | 1.07% | +50.6% |
| Q4 2014 | $1,374,000 | +47.3% | 26,523 | +39.8% | 0.71% | +27.4% |
| Q3 2014 | $933,000 | – | 18,975 | – | 0.56% | – |
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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% |