SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,239,463 | -3.0% | 44,547 | +0.0% | 2.08% | -0.1% |
| Q2 2023 | $3,338,285 | +15.3% | 44,540 | +0.3% | 2.08% | +16.0% |
| Q1 2023 | $2,894,189 | +14.1% | 44,410 | -2.8% | 1.80% | +12.9% |
| Q4 2022 | $2,537,303 | +5.9% | 45,668 | +6.4% | 1.59% | -4.4% |
| Q3 2022 | $2,396,000 | -0.4% | 42,936 | +3.5% | 1.67% | +6.9% |
| Q2 2022 | $2,406,000 | -21.1% | 41,487 | +1.8% | 1.56% | -4.8% |
| Q1 2022 | $3,048,000 | -2.5% | 40,744 | +113.5% | 1.64% | -1.7% |
| Q4 2021 | $3,126,000 | +14.7% | 19,088 | +3.7% | 1.67% | +5.6% |
| Q3 2021 | $2,725,000 | +6.0% | 18,404 | +4.5% | 1.58% | +9.9% |
| Q2 2021 | $2,570,000 | +33.8% | 17,609 | +19.0% | 1.44% | +28.2% |
| Q1 2021 | $1,921,000 | +35.5% | 14,802 | +34.0% | 1.12% | +18.4% |
| Q4 2020 | $1,418,000 | +28.0% | 11,046 | +14.8% | 0.94% | +16.7% |
| Q3 2020 | $1,108,000 | +15.7% | 9,618 | +2.0% | 0.81% | +14.7% |
| Q2 2020 | $958,000 | +106.5% | 9,431 | +62.0% | 0.71% | +72.2% |
| Q1 2020 | $464,000 | +3.3% | 5,823 | +20.6% | 0.41% | +37.1% |
| Q4 2019 | $449,000 | +39.0% | 4,829 | +25.5% | 0.30% | +30.6% |
| Q3 2019 | $323,000 | +6.6% | 3,848 | +5.5% | 0.23% | +6.0% |
| Q2 2019 | $303,000 | – | 3,646 | – | 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% |