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 | $1,276,488 | -13.5% | 17,553 | -10.8% | 0.03% | +3.7% |
| Q2 2023 | $1,475,045 | -33.7% | 19,680 | -42.4% | 0.03% | -12.9% |
| Q1 2023 | $2,224,770 | +117.4% | 34,138 | +85.4% | 0.03% | +121.4% |
| Q4 2022 | $1,023,206 | -68.0% | 18,416 | -67.9% | 0.01% | -70.2% |
| Q3 2022 | $3,198,000 | +506.8% | 57,310 | +530.8% | 0.05% | +487.5% |
| Q2 2022 | $527,000 | +542.7% | 9,086 | +726.0% | 0.01% | +700.0% |
| Q1 2022 | $82,000 | -81.1% | 1,100 | -67.1% | 0.00% | -83.3% |
| Q1 2021 | $434,000 | +1.2% | 3,341 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $429,000 | +24.0% | 3,338 | +11.1% | 0.01% | 0.0% |
| Q3 2020 | $346,000 | – | 3,005 | – | 0.01% | – |
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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% |