SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,457 | -37.4% | 2,124 | -35.5% | 0.02% | -37.5% |
| Q2 2023 | $246,885 | +15.0% | 3,294 | 0.0% | 0.04% | +8.1% |
| Q1 2023 | $214,670 | +17.3% | 3,294 | 0.0% | 0.04% | +8.8% |
| Q4 2022 | $183,015 | -0.5% | 3,294 | 0.0% | 0.03% | -12.8% |
| Q3 2022 | $184,000 | +7.6% | 3,294 | +11.6% | 0.04% | +11.4% |
| Q2 2022 | $171,000 | -22.6% | 2,952 | 0.0% | 0.04% | -12.5% |
| Q1 2022 | $221,000 | +287.7% | 2,952 | +743.4% | 0.04% | +300.0% |
| Q4 2021 | $57,000 | +470.0% | 350 | +400.0% | 0.01% | +400.0% |
| Q3 2021 | $10,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | -69.0% | 70 | -81.1% | 0.00% | -81.8% |
| Q1 2020 | $29,000 | -14.7% | 370 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $34,000 | +9.7% | 370 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $31,000 | -39.2% | 370 | -39.8% | 0.01% | -42.9% |
| Q2 2019 | $51,000 | – | 615 | – | 0.02% | – |
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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% |