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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $332,801 | -2.9% | 4,576 | +0.1% | 0.04% | -2.6% |
Q2 2023 | $342,659 | +16.1% | 4,572 | +1.0% | 0.04% | +2.6% |
Q1 2023 | $295,087 | +18.2% | 4,527 | +0.7% | 0.04% | +8.6% |
Q4 2022 | $249,719 | -6.5% | 4,494 | -5.9% | 0.04% | -10.3% |
Q3 2022 | $267,000 | -4.6% | 4,778 | -1.2% | 0.04% | 0.0% |
Q2 2022 | $280,000 | -44.7% | 4,834 | -28.5% | 0.04% | -38.1% |
Q1 2022 | $506,000 | -13.8% | 6,764 | +88.7% | 0.06% | -11.3% |
Q4 2021 | $587,000 | +11.8% | 3,585 | +1.2% | 0.07% | -1.4% |
Q3 2021 | $525,000 | +18.0% | 3,544 | +16.4% | 0.07% | -14.3% |
Q2 2021 | $445,000 | +14.7% | 3,045 | +1.7% | 0.08% | +6.3% |
Q1 2021 | $388,000 | -1.3% | 2,993 | -2.1% | 0.08% | -14.1% |
Q4 2020 | $393,000 | +27.6% | 3,057 | +14.6% | 0.09% | +9.5% |
Q3 2020 | $308,000 | +17.1% | 2,667 | +2.9% | 0.08% | +6.3% |
Q2 2020 | $263,000 | -29.5% | 2,593 | -44.8% | 0.08% | -41.5% |
Q1 2020 | $373,000 | -54.8% | 4,696 | -47.2% | 0.14% | -42.3% |
Q4 2019 | $826,000 | +13.8% | 8,896 | +3.2% | 0.23% | +4.5% |
Q3 2019 | $726,000 | +11.9% | 8,621 | +10.6% | 0.22% | +19.8% |
Q2 2019 | $649,000 | +5.2% | 7,794 | 0.0% | 0.19% | +1.6% |
Q1 2019 | $617,000 | +22.2% | 7,794 | +6.4% | 0.18% | +13.6% |
Q4 2018 | $505,000 | -1.8% | 7,323 | +16.7% | 0.16% | +9.5% |
Q3 2018 | $514,000 | +49.4% | 6,277 | +38.7% | 0.15% | +34.5% |
Q2 2018 | $344,000 | +38.7% | 4,524 | +27.6% | 0.11% | +31.0% |
Q1 2018 | $248,000 | – | 3,545 | – | 0.08% | – |
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% |