SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $29,001 | +14.2% | 350 | +0.3% | 0.02% | +10.5% |
| Q3 2023 | $25,389 | -2.9% | 349 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $26,137 | +113539.1% | 349 | +0.3% | 0.02% | +5.6% |
| Q1 2023 | $23 | +21.1% | 348 | 0.0% | 0.02% | +28.6% |
| Q4 2022 | $19 | -99.9% | 348 | +0.3% | 0.01% | -12.5% |
| Q3 2022 | $19,000 | -5.0% | 347 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $20,000 | -28.6% | 347 | +100.6% | 0.02% | -11.1% |
| Q1 2022 | $28,000 | 0.0% | 173 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $28,000 | +7.7% | 173 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $26,000 | +4.0% | 173 | 0.0% | 0.02% | +12.5% |
| Q2 2021 | $25,000 | +13.6% | 173 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $22,000 | 0.0% | 173 | +0.6% | 0.02% | 0.0% |
| Q4 2020 | $22,000 | +57.1% | 172 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $14,000 | -12.5% | 172 | +0.6% | 0.02% | +25.0% |
| Q4 2019 | $16,000 | +14.3% | 171 | +0.6% | 0.01% | +9.1% |
| Q3 2019 | $14,000 | 0.0% | 170 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $14,000 | +366.7% | 170 | +304.8% | 0.01% | +300.0% |
| Q4 2018 | $3,000 | – | 42 | – | 0.00% | – |
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% |