SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $5,000 | -16.7% | 70 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | -94.9% | 35 | -95.6% | 0.00% | -94.4% |
| Q3 2021 | $118,000 | +1.7% | 798 | 0.0% | 0.05% | +5.9% |
| Q2 2021 | $116,000 | +5.5% | 798 | -6.0% | 0.05% | +8.5% |
| Q1 2021 | $110,000 | +0.9% | 849 | +0.4% | 0.05% | -7.8% |
| Q4 2020 | $109,000 | +7.9% | 846 | -3.5% | 0.05% | -13.6% |
| Q3 2020 | $101,000 | -6.5% | 877 | -17.5% | 0.06% | -13.2% |
| Q2 2020 | $108,000 | +16.1% | 1,063 | -8.6% | 0.07% | +1.5% |
| Q1 2020 | $93,000 | -73.4% | 1,163 | -69.1% | 0.07% | -60.1% |
| Q4 2019 | $350,000 | +14.0% | 3,768 | +3.2% | 0.17% | -1.2% |
| Q3 2019 | $307,000 | -68.2% | 3,650 | -68.5% | 0.17% | -69.8% |
| Q2 2019 | $965,000 | +11.7% | 11,596 | +6.6% | 0.56% | +6.0% |
| Q1 2019 | $864,000 | +20.5% | 10,875 | +4.6% | 0.53% | +1.7% |
| Q4 2018 | $717,000 | -38.7% | 10,396 | -27.1% | 0.52% | -32.0% |
| Q3 2018 | $1,170,000 | +14.0% | 14,268 | +5.3% | 0.77% | +0.1% |
| Q2 2018 | $1,026,000 | +10.1% | 13,545 | +4.2% | 0.76% | +7.6% |
| Q1 2018 | $932,000 | +13.9% | 12,997 | +12.4% | 0.71% | +18.1% |
| Q4 2017 | $818,000 | +14.1% | 11,567 | +6.6% | 0.60% | +4.9% |
| Q3 2017 | $717,000 | +14.0% | 10,851 | +9.0% | 0.57% | +10.4% |
| Q2 2017 | $629,000 | +39.2% | 9,951 | +33.3% | 0.52% | +33.3% |
| Q1 2017 | $452,000 | +29.1% | 7,467 | +10.6% | 0.39% | +47.2% |
| Q4 2014 | $350,000 | – | 6,749 | – | 0.26% | – |
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% |