SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $26,233 | +15.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,810 | +119952.6% | 350 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19 | -99.9% | 350 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $20,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -23.1% | 350 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $26,000 | 0.0% | 350 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | 0.0% | 175 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $26,000 | +13.0% | 175 | 0.0% | 0.00% | -40.0% |
| Q1 2021 | $23,000 | +4.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | +10.0% | 175 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $20,000 | +11.1% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +28.6% | 175 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $14,000 | -12.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $16,000 | +6.7% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 175 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $14,000 | +16.7% | 175 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $12,000 | -14.3% | 175 | 0.0% | 0.01% | +50.0% |
| Q3 2018 | $14,000 | +7.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | -99.9% | 175 | 0.0% | 0.00% | -42.9% |
| Q1 2018 | $12,549,000 | +104475.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $12,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $12,000 | +9.1% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 175 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $11,000 | – | 175 | – | 0.01% | – |
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% |