SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,777 | -5.3% | 3,270 | -27.7% | 0.05% | -11.7% |
| Q2 2023 | $251,110 | 0.0% | 4,520 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $251,110 | +0.0% | 4,520 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $251,109 | +9.7% | 4,520 | +12.5% | 0.06% | +3.4% |
| Q3 2022 | $229,000 | -8.4% | 4,016 | +0.1% | 0.06% | -6.3% |
| Q2 2022 | $250,000 | -62.3% | 4,013 | -54.8% | 0.06% | -58.6% |
| Q1 2022 | $664,000 | +15.3% | 8,877 | +152.5% | 0.15% | +10.1% |
| Q4 2021 | $576,000 | +5.5% | 3,515 | -4.7% | 0.14% | -4.2% |
| Q3 2021 | $546,000 | +0.2% | 3,687 | -1.2% | 0.14% | +0.7% |
| Q2 2021 | $545,000 | +7.5% | 3,733 | -4.4% | 0.14% | -2.1% |
| Q1 2021 | $507,000 | 0.0% | 3,906 | -1.1% | 0.15% | -9.3% |
| Q4 2020 | $507,000 | +14.7% | 3,950 | +2.9% | 0.16% | +87.2% |
| Q3 2020 | $442,000 | -13.7% | 3,840 | -23.8% | 0.09% | -55.7% |
| Q2 2020 | $512,000 | +19.3% | 5,042 | -6.3% | 0.19% | -6.7% |
| Q1 2020 | $429,000 | -14.0% | 5,383 | +0.1% | 0.21% | +3.0% |
| Q4 2019 | $499,000 | +9.0% | 5,376 | -1.4% | 0.20% | +29.5% |
| Q3 2019 | $458,000 | -4.0% | 5,450 | -4.9% | 0.16% | -18.3% |
| Q2 2019 | $477,000 | -6.7% | 5,729 | -10.9% | 0.19% | -10.7% |
| Q1 2019 | $511,000 | +5.8% | 6,429 | -8.2% | 0.21% | -10.1% |
| Q4 2018 | $483,000 | – | 7,007 | – | 0.24% | – |
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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% |