SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $273,000 | -53.7% | 4,889 | -51.8% | 0.26% | -27.4% |
Q2 2022 | $589,000 | -30.5% | 10,149 | -10.3% | 0.35% | -15.9% |
Q1 2022 | $847,000 | -10.7% | 11,314 | +95.2% | 0.42% | +10.2% |
Q4 2021 | $949,000 | +19.7% | 5,797 | +8.3% | 0.38% | -6.1% |
Q3 2021 | $793,000 | +8.2% | 5,352 | +6.6% | 0.41% | +37.5% |
Q2 2021 | $733,000 | +14.0% | 5,022 | +1.3% | 0.30% | +10.9% |
Q1 2021 | $643,000 | -16.3% | 4,956 | -17.1% | 0.27% | -33.4% |
Q4 2020 | $768,000 | +2.9% | 5,979 | -7.7% | 0.40% | -13.9% |
Q3 2020 | $746,000 | +4.3% | 6,475 | -8.1% | 0.47% | +1.3% |
Q2 2020 | $715,000 | +63.2% | 7,046 | +28.1% | 0.46% | +88.5% |
Q1 2020 | $438,000 | -7.4% | 5,501 | -7.6% | 0.24% | +23.9% |
Q1 2019 | $473,000 | +130.7% | 5,953 | +100.0% | 0.20% | +105.2% |
Q4 2018 | $205,000 | -33.4% | 2,976 | -20.7% | 0.10% | -30.9% |
Q3 2018 | $308,000 | -30.8% | 3,754 | -36.0% | 0.14% | -26.8% |
Q2 2018 | $445,000 | +33.2% | 5,866 | +25.8% | 0.19% | +21.8% |
Q1 2018 | $334,000 | +57.5% | 4,664 | +55.5% | 0.16% | +56.0% |
Q4 2017 | $212,000 | – | 3,000 | – | 0.10% | – |
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% |