SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $219,000 | -18.0% | 2,930 | +79.5% | 0.02% | -21.7% |
| Q4 2021 | $267,000 | +7.2% | 1,632 | -3.0% | 0.02% | -11.5% |
| Q3 2021 | $249,000 | 0.0% | 1,682 | -1.4% | 0.03% | -25.7% |
| Q2 2021 | $249,000 | +12.7% | 1,706 | 0.0% | 0.04% | -7.9% |
| Q1 2021 | $221,000 | -0.9% | 1,706 | 0.0% | 0.04% | -7.3% |
| Q4 2020 | $223,000 | -49.2% | 1,706 | -68.1% | 0.04% | -64.0% |
| Q3 2018 | $439,000 | +119.5% | 5,352 | +102.6% | 0.11% | +111.1% |
| Q2 2018 | $200,000 | -23.4% | 2,642 | -58.5% | 0.05% | -54.2% |
| Q3 2013 | $261,000 | – | 6,362 | – | 0.12% | – |
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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% |