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 2022 | $230,000 | -3.8% | 4,128 | 0.0% | 0.05% | +8.2% |
Q2 2022 | $239,000 | -22.7% | 4,128 | 0.0% | 0.05% | -15.5% |
Q1 2022 | $309,000 | -8.6% | 4,128 | +100.0% | 0.06% | +20.8% |
Q4 2021 | $338,000 | +10.5% | 2,064 | 0.0% | 0.05% | +20.0% |
Q3 2021 | $306,000 | +0.7% | 2,064 | -0.8% | 0.04% | +2.6% |
Q2 2021 | $304,000 | +13.4% | 2,080 | +0.8% | 0.04% | +8.3% |
Q1 2021 | $268,000 | +1.1% | 2,064 | 0.0% | 0.04% | -2.7% |
Q4 2020 | $265,000 | +11.3% | 2,064 | 0.0% | 0.04% | +2.8% |
Q3 2020 | $238,000 | +13.3% | 2,064 | 0.0% | 0.04% | +5.9% |
Q2 2020 | $210,000 | -6.2% | 2,064 | -14.5% | 0.03% | +3.0% |
Q4 2019 | $224,000 | +10.3% | 2,415 | 0.0% | 0.03% | +10.0% |
Q3 2019 | $203,000 | -9.4% | 2,415 | -10.3% | 0.03% | 0.0% |
Q2 2019 | $224,000 | +4.7% | 2,692 | 0.0% | 0.03% | +3.4% |
Q1 2019 | $214,000 | -4.5% | 2,692 | -1.3% | 0.03% | -3.3% |
Q3 2018 | $224,000 | +8.2% | 2,728 | +0.0% | 0.03% | -3.2% |
Q2 2018 | $207,000 | -1.4% | 2,727 | -8.2% | 0.03% | 0.0% |
Q4 2017 | $210,000 | 0.0% | 2,971 | -23.7% | 0.03% | -44.6% |
Q1 2015 | $210,000 | +4.0% | 3,895 | 0.0% | 0.06% | +1.8% |
Q4 2014 | $202,000 | +14.8% | 3,895 | 0.0% | 0.06% | +22.2% |
Q4 2013 | $176,000 | – | 3,895 | – | 0.04% | – |
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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% |