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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,111,720 | +31.7% | 42,791 | +35.8% | 0.03% | +25.9% |
| Q2 2023 | $2,361,993 | +96.7% | 31,514 | +70.9% | 0.03% | +80.0% |
| Q1 2023 | $1,200,631 | +13.5% | 18,441 | -5.5% | 0.02% | -48.3% |
| Q4 2022 | $1,057,804 | +284.7% | 19,522 | +296.0% | 0.03% | +480.0% |
| Q3 2022 | $275,000 | -26.5% | 4,930 | -23.7% | 0.01% | -16.7% |
| Q2 2022 | $374,000 | -54.4% | 6,460 | -41.1% | 0.01% | -53.8% |
| Q1 2022 | $820,000 | -34.0% | 10,970 | +44.6% | 0.01% | -31.6% |
| Q4 2021 | $1,243,000 | -7.0% | 7,587 | -15.9% | 0.02% | -42.4% |
| Q3 2021 | $1,336,000 | – | 9,024 | – | 0.03% | – |
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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% |