SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,192 | -2.9% | 30 | 0.0% | 0.00% | – |
| Q2 2023 | $2,257 | +15.2% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $1,960 | +17.5% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $1,668 | -93.3% | 30 | -82.4% | 0.00% | -100.0% |
| Q2 2021 | $25,000 | +13.6% | 170 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | -69.0% | 170 | -72.4% | 0.00% | -73.3% |
| Q3 2020 | $71,000 | +14.5% | 615 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $62,000 | -23.5% | 615 | -39.4% | 0.01% | 0.0% |
| Q1 2020 | $81,000 | +97.6% | 1,015 | +123.1% | 0.01% | +180.0% |
| Q4 2019 | $41,000 | – | 455 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |