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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,168 | -9.2% | 6,933 | -6.4% | 0.12% | -7.3% |
| Q2 2023 | $555,455 | +14.6% | 7,411 | -0.3% | 0.12% | +8.8% |
| Q1 2023 | $484,539 | +20.3% | 7,435 | +2.5% | 0.11% | +9.6% |
| Q4 2022 | $402,921 | -23.3% | 7,252 | -22.9% | 0.10% | -26.2% |
| Q3 2022 | $525,000 | -21.6% | 9,408 | -18.6% | 0.14% | -9.6% |
| Q2 2022 | $670,000 | -29.7% | 11,556 | -9.3% | 0.16% | -19.6% |
| Q1 2022 | $953,000 | -20.8% | 12,735 | +73.3% | 0.19% | -20.8% |
| Q4 2021 | $1,204,000 | +0.3% | 7,350 | -9.3% | 0.24% | -6.1% |
| Q3 2021 | $1,200,000 | -2.8% | 8,100 | -4.3% | 0.26% | -6.5% |
| Q2 2021 | $1,235,000 | +11.2% | 8,462 | -1.1% | 0.28% | +3.3% |
| Q1 2021 | $1,111,000 | +1.5% | 8,559 | +0.4% | 0.27% | -2.2% |
| Q4 2020 | $1,095,000 | +6.1% | 8,527 | -4.9% | 0.28% | -4.8% |
| Q3 2020 | $1,032,000 | -4.4% | 8,965 | -15.7% | 0.29% | -15.0% |
| Q2 2020 | $1,080,000 | – | 10,637 | – | 0.34% | – |
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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% |