SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
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. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |