SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,147,000 | +10.1% | 15,324 | +140.9% | 0.18% | +44.1% |
| Q4 2021 | $1,042,000 | +10.6% | 6,362 | 0.0% | 0.13% | +5.8% |
| Q3 2021 | $942,000 | -0.8% | 6,362 | -2.3% | 0.12% | -5.5% |
| Q2 2021 | $950,000 | -41.5% | 6,512 | -43.6% | 0.13% | -64.9% |
| Q1 2021 | $1,624,000 | +386.2% | 11,548 | +343.6% | 0.36% | +289.2% |
| Q4 2020 | $334,000 | -56.6% | 2,603 | -60.5% | 0.09% | -63.4% |
| Q3 2020 | $770,000 | -63.6% | 6,591 | -68.4% | 0.25% | -72.8% |
| Q2 2020 | $2,115,000 | +23.7% | 20,830 | -3.0% | 0.94% | +0.1% |
| Q1 2020 | $1,710,000 | -11.4% | 21,471 | +3.3% | 0.93% | -14.3% |
| Q4 2019 | $1,930,000 | +12.1% | 20,780 | +1.4% | 1.09% | +1.8% |
| Q3 2019 | $1,722,000 | -6.9% | 20,498 | -9.3% | 1.07% | -8.6% |
| Q2 2019 | $1,850,000 | +16.7% | 22,589 | +11.0% | 1.17% | +12.6% |
| Q1 2019 | $1,585,000 | +9.5% | 20,348 | -5.1% | 1.04% | +5.3% |
| Q4 2018 | $1,448,000 | -16.9% | 21,434 | -0.6% | 0.99% | -1.8% |
| Q3 2018 | $1,742,000 | -1.5% | 21,565 | -9.2% | 1.01% | -9.9% |
| Q2 2018 | $1,768,000 | +33.9% | 23,755 | +26.7% | 1.12% | +30.3% |
| Q1 2018 | $1,320,000 | +104.0% | 18,742 | +99.5% | 0.86% | +77.6% |
| Q4 2017 | $647,000 | – | 9,395 | – | 0.48% | – |
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% |