SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $235,769 | -78.9% | 3,618 | -75.8% | 0.05% | -51.5% |
| Q1 2022 | $1,119,000 | -25.0% | 14,959 | +64.3% | 0.10% | -19.8% |
| Q4 2021 | $1,492,000 | -87.7% | 9,106 | -88.9% | 0.12% | -88.7% |
| Q3 2021 | $12,168,000 | +323.7% | 82,164 | +317.5% | 1.07% | +670.5% |
| Q2 2021 | $2,872,000 | -73.4% | 19,680 | -76.3% | 0.14% | -87.3% |
| Q1 2021 | $10,784,000 | -53.1% | 83,094 | -53.6% | 1.10% | -58.3% |
| Q4 2020 | $22,999,000 | +11.1% | 179,107 | +2.3% | 2.63% | +3.2% |
| Q3 2020 | $20,708,000 | -15.4% | 175,031 | -27.4% | 2.55% | -41.6% |
| Q2 2020 | $24,476,000 | +2918.0% | 241,046 | +2267.4% | 4.36% | +2407.5% |
| Q1 2020 | $811,000 | +6.3% | 10,182 | +24.0% | 0.17% | +19.2% |
| Q4 2019 | $763,000 | -89.1% | 8,209 | -90.2% | 0.15% | -89.2% |
| Q3 2019 | $7,003,000 | +1752.6% | 83,363 | +1570.3% | 1.36% | +698.8% |
| Q2 2018 | $378,000 | – | 4,991 | – | 0.17% | – |
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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% |