SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $66,000 | +11.9% | 400 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $59,000 | +1.7% | 400 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $58,000 | +11.5% | 400 | 0.0% | 0.03% | +7.7% |
| Q1 2021 | $52,000 | -34.2% | 400 | -35.0% | 0.03% | -35.0% |
| Q4 2020 | $79,000 | +11.3% | 615 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $71,000 | +14.5% | 615 | 0.0% | 0.04% | +5.4% |
| Q2 2020 | $62,000 | +26.5% | 615 | 0.0% | 0.04% | +5.7% |
| Q1 2020 | $49,000 | +96.0% | 615 | +103.6% | 0.04% | +133.3% |
| Q2 2019 | $25,000 | +8.7% | 302 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $23,000 | +9.5% | 302 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -16.0% | 302 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $25,000 | +8.7% | 302 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $23,000 | +4.5% | 302 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $22,000 | +4.8% | 302 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $21,000 | – | 302 | – | 0.01% | – |
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% |