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 | $10,583,960 | +61.6% | 145,544 | +66.6% | 2.95% | +73.6% |
Q2 2023 | $6,548,382 | +6.1% | 87,370 | -7.8% | 1.70% | +6.1% |
Q1 2023 | $6,173,554 | +13.7% | 94,730 | -3.0% | 1.60% | +9.7% |
Q4 2022 | $5,427,768 | -17.9% | 97,692 | -17.5% | 1.46% | -22.4% |
Q3 2022 | $6,612,000 | -45.5% | 118,472 | -43.4% | 1.88% | -42.5% |
Q2 2022 | $12,134,000 | -28.3% | 209,240 | -7.5% | 3.27% | -18.0% |
Q1 2022 | $16,921,000 | +53.7% | 226,150 | +236.4% | 3.98% | +57.7% |
Q4 2021 | $11,007,000 | +10.9% | 67,221 | +0.3% | 2.53% | +11.0% |
Q3 2021 | $9,922,000 | +1.3% | 67,000 | -0.2% | 2.28% | -0.8% |
Q2 2021 | $9,798,000 | -9.6% | 67,125 | -19.6% | 2.29% | -12.9% |
Q1 2021 | $10,840,000 | -52.0% | 83,525 | -52.5% | 2.63% | -54.1% |
Q4 2020 | $22,563,000 | -3.8% | 175,713 | -13.7% | 5.74% | -12.1% |
Q3 2020 | $23,446,000 | +29.7% | 203,575 | +14.4% | 6.52% | +20.4% |
Q2 2020 | $18,075,000 | +2220.3% | 178,007 | +2022.2% | 5.42% | +2255.7% |
Q4 2019 | $779,000 | -15.7% | 8,388 | -23.7% | 0.23% | -27.9% |
Q3 2019 | $924,000 | +0.8% | 10,997 | -0.2% | 0.32% | +7875.0% |
Q2 2019 | $917,000 | +37.3% | 11,022 | +31.1% | 0.00% | 0.0% |
Q1 2019 | $668,000 | +11.0% | 8,409 | -3.7% | 0.00% | -91.5% |
Q4 2018 | $602,000 | +61.0% | 8,733 | +65.2% | 0.05% | -68.7% |
Q1 2018 | $374,000 | – | 5,287 | – | 0.15% | – |
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% |