SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,496,297 | -82.0% | 48,079 | -81.5% | 0.69% | -81.6% |
Q2 2023 | $19,434,259 | +30.1% | 259,296 | +13.2% | 3.76% | +20.8% |
Q1 2023 | $14,933,918 | +789.3% | 229,153 | +658.2% | 3.11% | +708.1% |
Q4 2022 | $1,679,257 | -86.7% | 30,224 | -86.7% | 0.38% | -87.2% |
Q3 2022 | $12,647,000 | -16.6% | 226,615 | -0.2% | 3.00% | -5.7% |
Q2 2022 | $15,162,000 | +848.8% | 227,081 | +963.1% | 3.18% | +859.0% |
Q1 2022 | $1,598,000 | -2.2% | 21,360 | +93.4% | 0.33% | -2.9% |
Q4 2021 | $1,634,000 | -89.0% | 11,045 | -89.0% | 0.34% | -89.9% |
Q3 2021 | $14,887,000 | +6.1% | 100,524 | +4.5% | 3.37% | +5.0% |
Q2 2021 | $14,034,000 | -27.6% | 96,152 | -34.8% | 3.21% | -31.3% |
Q1 2021 | $19,394,000 | +1253.4% | 147,361 | +1305.4% | 4.67% | +1186.8% |
Q4 2020 | $1,433,000 | -87.1% | 10,485 | -89.1% | 0.36% | -90.5% |
Q3 2020 | $11,112,000 | +1.2% | 96,487 | -1.3% | 3.80% | -0.9% |
Q2 2020 | $10,977,000 | +44.0% | 97,742 | +2.1% | 3.84% | +8.4% |
Q1 2020 | $7,625,000 | -17.3% | 95,734 | -3.5% | 3.54% | -1.6% |
Q4 2019 | $9,220,000 | +667.7% | 99,236 | +594.4% | 3.60% | +598.4% |
Q3 2019 | $1,201,000 | -88.4% | 14,290 | -88.4% | 0.52% | -88.7% |
Q2 2019 | $10,313,000 | +12.5% | 123,601 | +7.1% | 4.55% | +9.0% |
Q1 2019 | $9,169,000 | +6.9% | 115,436 | +3.1% | 4.17% | +8.5% |
Q4 2018 | $8,575,000 | – | 111,993 | – | 3.85% | – |
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% |