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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $278 | -60.6% | 4,259 | -66.5% | 0.02% | -54.3% |
| Q4 2022 | $705 | -99.9% | 12,695 | -25.6% | 0.05% | -52.1% |
| Q3 2022 | $952,000 | -90.8% | 17,065 | -91.3% | 0.10% | -90.0% |
| Q2 2022 | $10,372,000 | -33.5% | 195,796 | +105.7% | 0.96% | +7.3% |
| Q4 2021 | $15,591,000 | +18.5% | 95,189 | +7.2% | 0.89% | +0.7% |
| Q3 2021 | $13,155,000 | +73.8% | 88,833 | +71.3% | 0.89% | +77.2% |
| Q2 2021 | $7,568,000 | +55.1% | 51,853 | +45.0% | 0.50% | +194.7% |
| Q1 2021 | $4,878,000 | +152.0% | 35,773 | +137.3% | 0.17% | +104.8% |
| Q4 2020 | $1,936,000 | -28.9% | 15,078 | -36.3% | 0.08% | -39.0% |
| Q3 2020 | $2,724,000 | +6710.0% | 23,654 | +5888.4% | 0.14% | +6700.0% |
| Q2 2020 | $40,000 | +33.3% | 395 | +5.6% | 0.00% | 0.0% |
| Q1 2020 | $30,000 | -48.3% | 374 | -40.5% | 0.00% | -50.0% |
| Q4 2019 | $58,000 | -26.6% | 629 | -32.9% | 0.00% | -42.9% |
| Q3 2019 | $79,000 | -93.1% | 937 | -93.5% | 0.01% | -94.5% |
| Q1 2019 | $1,143,000 | +13.7% | 14,391 | -1.3% | 0.13% | -9.9% |
| Q4 2018 | $1,005,000 | – | 14,580 | – | 0.14% | – |
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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% |