SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $226,843 | -19.0% | 3,481 | -30.6% | 0.02% | -27.3% |
| Q3 2022 | $280,000 | +6.9% | 5,016 | +11.0% | 0.03% | +22.2% |
| Q2 2022 | $262,000 | -32.6% | 4,519 | -13.2% | 0.03% | -22.9% |
| Q1 2022 | $389,000 | -39.9% | 5,205 | +31.8% | 0.04% | -27.1% |
| Q4 2021 | $647,000 | +161.9% | 3,949 | +137.0% | 0.05% | +140.0% |
| Q3 2021 | $247,000 | +6.9% | 1,666 | +5.2% | 0.02% | +5.3% |
| Q2 2021 | $231,000 | +10.5% | 1,583 | -2.5% | 0.02% | -9.5% |
| Q4 2020 | $209,000 | – | 1,624 | – | 0.02% | – |
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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% |