SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,318 | +2.2% | 13,880 | +5.3% | 0.10% | +4.4% |
| Q2 2023 | $987,604 | +77.1% | 13,177 | +54.0% | 0.09% | +51.7% |
| Q1 2023 | $557,761 | +78.3% | 8,559 | +52.0% | 0.06% | +62.2% |
| Q4 2022 | $312,817 | -0.4% | 5,630 | +0.1% | 0.04% | -15.9% |
| Q3 2022 | $314,000 | +2315.4% | 5,622 | +3207.1% | 0.04% | +1000.0% |
| Q1 2022 | $13,000 | -7.1% | 170 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 85 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $12,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -96.0% | 85 | -96.8% | 0.00% | -96.7% |
| Q4 2019 | $250,000 | +13.1% | 2,692 | +2.1% | 0.09% | -7.1% |
| Q3 2019 | $221,000 | -99.8% | 2,636 | +72.9% | 0.10% | +53.1% |
| Q2 2019 | $126,869,000 | +117371.3% | 1,525 | +12.3% | 0.06% | +42.2% |
| Q1 2019 | $108,000 | – | 1,358 | – | 0.04% | – |
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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% |