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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $255,000 | -22.5% | 4,400 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $329,000 | +165.3% | 4,400 | +417.6% | 0.05% | +131.8% |
| Q2 2021 | $124,000 | +27.8% | 850 | +13.3% | 0.02% | +10.0% |
| Q1 2021 | $97,000 | +1.0% | 750 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $96,000 | -2.0% | 750 | -11.8% | 0.02% | -41.2% |
| Q3 2020 | $98,000 | -52.0% | 850 | -57.7% | 0.03% | -55.8% |
| Q2 2020 | $204,000 | +34.2% | 2,010 | +5.5% | 0.08% | +60.4% |
| Q1 2020 | $152,000 | +8.6% | 1,905 | +26.6% | 0.05% | +37.1% |
| Q4 2019 | $140,000 | +18.6% | 1,505 | +7.1% | 0.04% | +6.1% |
| Q3 2019 | $118,000 | +0.9% | 1,405 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $117,000 | +39.3% | 1,405 | +33.2% | 0.03% | +32.0% |
| Q1 2019 | $84,000 | – | 1,055 | – | 0.02% | – |
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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% |