SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,871,980 | +499.9% | 53,245 | +518.3% | 0.54% | +550.6% |
| Q2 2023 | $645,439 | +12.8% | 8,612 | -1.9% | 0.08% | +6.4% |
| Q1 2023 | $572,141 | +17.8% | 8,779 | +0.4% | 0.08% | +9.9% |
| Q4 2022 | $485,625 | -0.5% | 8,741 | +0.0% | 0.07% | -1.4% |
| Q3 2022 | $488,000 | -3.7% | 8,738 | +0.0% | 0.07% | +7.5% |
| Q2 2022 | $507,000 | -50.1% | 8,735 | -35.8% | 0.07% | -35.6% |
| Q1 2022 | $1,017,000 | -3.2% | 13,603 | +112.0% | 0.10% | +2.0% |
| Q4 2021 | $1,051,000 | +83.1% | 6,416 | +65.5% | 0.10% | +64.5% |
| Q3 2021 | $574,000 | +14.3% | 3,877 | +12.8% | 0.06% | +8.8% |
| Q2 2021 | $502,000 | +27.7% | 3,438 | +13.4% | 0.06% | +11.8% |
| Q1 2021 | $393,000 | – | 3,031 | – | 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% |