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 | $177,219 | +60.2% | 2,437 | +65.1% | 0.01% | +66.7% |
| Q2 2023 | $110,626 | +15.0% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $96,191 | +17.3% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $82,007 | +0.0% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $82,000 | -4.7% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $86,000 | -21.8% | 1,476 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $110,000 | -9.1% | 1,476 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $121,000 | +11.0% | 738 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $109,000 | +0.9% | 738 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $108,000 | +12.5% | 738 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $96,000 | +12.9% | 738 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $85,000 | 0.0% | 738 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $85,000 | +13.3% | 738 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $75,000 | +27.1% | 738 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $59,000 | +1866.7% | 738 | +1894.6% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | -50.0% | 37 | -52.6% | 0.00% | – |
| Q1 2019 | $6,000 | -75.0% | 78 | -77.4% | 0.00% | -100.0% |
| Q4 2018 | $24,000 | – | 345 | +4212.5% | 0.00% | – |
| Q1 2016 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 8 | – | 0.00% | – |
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% |