SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,392 | -3.8% | 8,600 | -0.8% | 0.27% | -0.7% |
| Q2 2023 | $649,817 | +13.6% | 8,670 | -1.3% | 0.27% | +10.2% |
| Q1 2023 | $572,193 | +15.3% | 8,780 | -1.7% | 0.25% | +7.4% |
| Q4 2022 | $496,151 | -1.9% | 8,930 | -1.5% | 0.23% | -9.8% |
| Q3 2022 | $506,000 | -2.5% | 9,065 | +1.3% | 0.25% | +4.5% |
| Q2 2022 | $519,000 | -22.4% | 8,946 | 0.0% | 0.24% | -12.3% |
| Q1 2022 | $669,000 | -11.6% | 8,946 | +93.6% | 0.28% | -7.0% |
| Q4 2021 | $757,000 | +10.5% | 4,620 | -0.1% | 0.30% | +3.8% |
| Q3 2021 | $685,000 | -1.7% | 4,625 | -3.1% | 0.29% | -4.3% |
| Q2 2021 | $697,000 | +7.7% | 4,775 | -4.2% | 0.30% | -0.3% |
| Q1 2021 | $647,000 | -5.7% | 4,983 | -6.8% | 0.30% | -15.2% |
| Q4 2020 | $686,000 | +11.0% | 5,344 | -0.5% | 0.36% | +9.6% |
| Q3 2020 | $618,000 | +5.5% | 5,372 | -14.8% | 0.32% | -9.0% |
| Q4 2019 | $586,000 | +10.2% | 6,307 | -0.4% | 0.36% | +5.6% |
| Q3 2019 | $532,000 | -1.1% | 6,331 | -2.1% | 0.34% | -5.6% |
| Q2 2019 | $538,000 | -0.7% | 6,464 | -5.3% | 0.36% | -4.3% |
| Q1 2019 | $542,000 | +59.9% | 6,825 | +38.6% | 0.37% | +42.4% |
| Q4 2018 | $339,000 | -19.5% | 4,924 | -4.1% | 0.26% | -15.2% |
| Q3 2018 | $421,000 | +3.4% | 5,133 | -4.5% | 0.31% | -7.5% |
| Q2 2018 | $407,000 | +2.3% | 5,375 | -5.6% | 0.33% | -8.5% |
| Q1 2018 | $398,000 | -2.9% | 5,692 | -1.9% | 0.36% | +10.3% |
| Q4 2017 | $410,000 | – | 5,802 | – | 0.33% | – |
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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% |