SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,141,056 | +32.3% | 15,006 | +30.4% | 0.28% | +40.7% |
| Q2 2023 | $862,749 | +46.6% | 11,511 | +27.5% | 0.20% | +42.1% |
| Q1 2023 | $588,550 | +45.9% | 9,031 | +24.4% | 0.14% | +44.3% |
| Q4 2022 | $403,421 | +1.9% | 7,261 | +5.2% | 0.10% | -14.9% |
| Q3 2022 | $396,000 | +6.5% | 6,901 | +14.9% | 0.11% | +28.1% |
| Q2 2022 | $372,000 | -1.6% | 6,006 | +18.8% | 0.09% | +17.1% |
| Q1 2022 | $378,000 | +6.5% | 5,056 | +131.4% | 0.08% | +10.1% |
| Q4 2021 | $355,000 | +45.5% | 2,185 | +32.8% | 0.07% | +25.5% |
| Q3 2021 | $244,000 | +1.7% | 1,645 | 0.0% | 0.06% | +1.9% |
| Q2 2021 | $240,000 | +5.7% | 1,645 | -6.8% | 0.05% | -6.9% |
| Q1 2021 | $227,000 | – | 1,765 | – | 0.06% | – |
Download | ||||||
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% |