SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $527,000 | +10.5% | 3,219 | 0.0% | 0.24% | +6.6% |
| Q3 2021 | $477,000 | +1.5% | 3,219 | +0.0% | 0.23% | +1.3% |
| Q2 2021 | $470,000 | +12.4% | 3,218 | 0.0% | 0.23% | +17.1% |
| Q1 2021 | $418,000 | +1.2% | 3,218 | 0.0% | 0.19% | -2.5% |
| Q4 2020 | $413,000 | -7.2% | 3,218 | -16.7% | 0.20% | +2.6% |
| Q3 2020 | $445,000 | +13.5% | 3,865 | +0.0% | 0.19% | +14.2% |
| Q2 2020 | $392,000 | +27.3% | 3,864 | +0.1% | 0.17% | +11.2% |
| Q1 2020 | $308,000 | -20.4% | 3,862 | +0.1% | 0.15% | -5.0% |
| Q4 2019 | $387,000 | +19.4% | 3,860 | +0.1% | 0.16% | +14.3% |
| Q3 2019 | $324,000 | +0.9% | 3,858 | +0.1% | 0.14% | -0.7% |
| Q2 2019 | $321,000 | +4.9% | 3,853 | 0.0% | 0.14% | -2.8% |
| Q1 2019 | $306,000 | +25.9% | 3,853 | +9.3% | 0.14% | +17.9% |
| Q4 2018 | $243,000 | -11.6% | 3,524 | +0.1% | 0.12% | -6.1% |
| Q3 2018 | $275,000 | +26.1% | 3,522 | +22.2% | 0.13% | +22.4% |
| Q2 2018 | $218,000 | +5.8% | 2,881 | +0.2% | 0.11% | +0.9% |
| Q1 2018 | $206,000 | +1.5% | 2,875 | +0.2% | 0.11% | +1.0% |
| Q4 2017 | $203,000 | +7.4% | 2,869 | +0.3% | 0.10% | +1.0% |
| Q3 2017 | $189,000 | +5.0% | 2,861 | +0.3% | 0.10% | -9.6% |
| Q2 2017 | $180,000 | +4.7% | 2,852 | +0.3% | 0.12% | -0.9% |
| Q1 2017 | $172,000 | +8.9% | 2,844 | +0.2% | 0.12% | -7.2% |
| Q4 2016 | $158,000 | +0.6% | 2,838 | +0.4% | 0.12% | -4.6% |
| Q3 2016 | $157,000 | +6.1% | 2,827 | 0.0% | 0.13% | +2.3% |
| Q2 2016 | $148,000 | 0.0% | 2,827 | +0.3% | 0.13% | -4.5% |
| Q1 2016 | $148,000 | -0.7% | 2,819 | +0.2% | 0.13% | -6.9% |
| Q4 2015 | $149,000 | +6.4% | 2,812 | +0.3% | 0.14% | +2.1% |
| Q3 2015 | $140,000 | -6.7% | 2,804 | +0.3% | 0.14% | -2.8% |
| Q2 2015 | $150,000 | – | 2,796 | – | 0.14% | – |
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% |