SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $674,551 | +13.8% | 9,276 | +17.2% | 0.22% | +18.1% |
| Q2 2023 | $593,004 | +16.0% | 7,912 | +0.9% | 0.18% | +12.3% |
| Q1 2023 | $511,000 | +10.1% | 7,841 | -6.1% | 0.16% | 0.0% |
| Q4 2022 | $464,000 | +3.8% | 8,350 | +4.1% | 0.16% | -5.3% |
| Q3 2022 | $447,000 | +2.1% | 8,019 | +6.0% | 0.17% | +6.9% |
| Q2 2022 | $438,000 | -20.7% | 7,566 | +2.6% | 0.16% | -8.6% |
| Q1 2022 | $552,000 | -11.3% | 7,372 | +93.8% | 0.18% | -7.9% |
| Q4 2021 | $622,000 | +10.5% | 3,804 | +0.0% | 0.19% | +5.6% |
| Q3 2021 | $563,000 | +7.9% | 3,803 | +0.6% | 0.18% | +5.9% |
| Q2 2021 | $522,000 | +4.6% | 3,782 | -1.6% | 0.17% | -3.4% |
| Q1 2021 | $499,000 | -2.0% | 3,842 | -3.0% | 0.18% | -8.3% |
| Q4 2020 | $509,000 | +8.1% | 3,962 | -3.1% | 0.19% | -2.0% |
| Q3 2020 | $471,000 | +12.7% | 4,087 | -0.6% | 0.20% | +4.3% |
| Q2 2020 | $418,000 | +31.0% | 4,113 | +2.7% | 0.19% | +11.9% |
| Q1 2020 | $319,000 | -5.6% | 4,005 | +10.0% | 0.17% | +18.3% |
| Q4 2019 | $338,000 | +18.6% | 3,641 | +7.3% | 0.14% | +11.8% |
| Q3 2019 | $285,000 | +4.8% | 3,394 | +4.0% | 0.13% | -2.3% |
| Q2 2019 | $272,000 | +15.3% | 3,263 | +9.6% | 0.13% | +26.2% |
| Q1 2019 | $236,000 | – | 2,976 | – | 0.10% | – |
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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% |