SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $263,000 | -1.1% | 1,805 | -11.9% | 0.08% | -1.2% |
| Q1 2021 | $266,000 | -8.0% | 2,048 | -8.9% | 0.08% | -6.7% |
| Q4 2020 | $289,000 | -23.7% | 2,247 | -31.7% | 0.09% | -23.3% |
| Q3 2020 | $379,000 | -16.0% | 3,292 | -25.8% | 0.12% | -5.7% |
| Q2 2020 | $451,000 | +24.6% | 4,438 | -2.3% | 0.12% | +17.1% |
| Q1 2020 | $362,000 | +0.3% | 4,542 | +16.8% | 0.10% | +31.2% |
| Q4 2019 | $361,000 | +16.5% | 3,890 | +5.3% | 0.08% | +2.6% |
| Q3 2019 | $310,000 | +33.6% | 3,694 | +32.6% | 0.08% | +56.0% |
| Q2 2019 | $232,000 | – | 2,785 | – | 0.05% | – |
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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% |