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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $34,064,000 | +180.4% | 610,354 | +191.4% | 0.95% | +180.0% |
| Q2 2022 | $12,148,000 | -19.2% | 209,480 | +4.2% | 0.34% | -4.5% |
| Q1 2022 | $15,037,000 | +13.8% | 200,970 | +149.2% | 0.36% | +5.6% |
| Q4 2021 | $13,208,000 | +93.1% | 80,658 | +74.6% | 0.34% | +65.2% |
| Q3 2021 | $6,840,000 | +124.4% | 46,191 | +121.2% | 0.20% | +88.9% |
| Q2 2021 | $3,048,000 | +118.0% | 20,881 | +93.8% | 0.11% | +54.3% |
| Q1 2021 | $1,398,000 | -4.4% | 10,772 | -5.5% | 0.07% | -35.8% |
| Q4 2020 | $1,463,000 | +31.9% | 11,395 | +18.4% | 0.11% | +9.0% |
| Q3 2020 | $1,109,000 | +5.8% | 9,626 | -6.7% | 0.10% | -36.7% |
| Q2 2020 | $1,048,000 | +15.9% | 10,319 | -3.0% | 0.16% | -39.2% |
| Q1 2020 | $904,000 | +195.4% | 10,637 | +223.3% | 0.26% | +98.5% |
| Q4 2019 | $306,000 | +34.8% | 3,290 | +21.5% | 0.13% | +18.0% |
| Q3 2019 | $227,000 | -14.7% | 2,708 | -15.2% | 0.11% | -26.0% |
| Q2 2019 | $266,000 | +23.7% | 3,192 | +17.7% | 0.15% | -11.8% |
| Q1 2019 | $215,000 | -3.2% | 2,711 | -15.8% | 0.17% | -23.8% |
| Q4 2018 | $222,000 | – | 3,219 | – | 0.22% | – |
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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% |