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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,241 | -64.3% | 5,655 | -63.2% | 0.01% | -64.9% |
| Q2 2023 | $1,151,151 | +219.0% | 15,359 | +177.3% | 0.04% | +184.6% |
| Q1 2023 | $360,911 | +13.8% | 5,538 | -3.0% | 0.01% | +18.2% |
| Q4 2022 | $317,136 | +21.0% | 5,708 | +21.8% | 0.01% | 0.0% |
| Q3 2022 | $262,000 | -21.3% | 4,686 | -18.4% | 0.01% | +10.0% |
| Q2 2022 | $333,000 | +6.7% | 5,743 | +37.9% | 0.01% | -47.4% |
| Q1 2022 | $312,000 | +13.5% | 4,166 | +148.3% | 0.02% | -29.6% |
| Q4 2021 | $275,000 | +10.9% | 1,678 | 0.0% | 0.03% | +3.8% |
| Q3 2021 | $248,000 | +1.2% | 1,678 | 0.0% | 0.03% | +13.0% |
| Q2 2021 | $245,000 | – | 1,678 | – | 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% |