SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 438 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,125,000 | +3.8% | 81,876 | +2.3% | 7.33% | +8.6% |
| Q2 2021 | $11,684,000 | +8.8% | 80,047 | -3.2% | 6.75% | +1.3% |
| Q1 2021 | $10,735,000 | +6.5% | 82,716 | -5.5% | 6.66% | -11.7% |
| Q4 2020 | $10,079,000 | -1.4% | 87,514 | 0.0% | 7.55% | -0.9% |
| Q3 2020 | $10,222,000 | +25.5% | 87,514 | +9.1% | 7.61% | +2.4% |
| Q2 2020 | $8,146,000 | -20.1% | 80,225 | -30.8% | 7.43% | -22.5% |
| Q1 2020 | $10,196,000 | -7.7% | 115,879 | -1.3% | 9.59% | +19.4% |
| Q4 2019 | $11,051,000 | -3.1% | 117,456 | -13.5% | 8.03% | -22.7% |
| Q3 2019 | $11,408,000 | -6.7% | 135,792 | -5.4% | 10.40% | -7.6% |
| Q2 2019 | $12,228,000 | +17.0% | 143,572 | +10.9% | 11.25% | +7.0% |
| Q1 2019 | $10,447,000 | +101.3% | 129,411 | +76.8% | 10.52% | +47.7% |
| Q4 2018 | $5,190,000 | -49.0% | 73,178 | -46.0% | 7.12% | -45.1% |
| Q3 2018 | $10,172,000 | +4.8% | 135,502 | +5.8% | 12.97% | +15.5% |
| Q2 2018 | $9,704,000 | -36.4% | 128,061 | -39.8% | 11.23% | -5.9% |
| Q1 2018 | $15,262,000 | +0.3% | 212,823 | +6.0% | 11.94% | +9.6% |
| Q4 2017 | $15,213,000 | – | 200,783 | – | 10.89% | – |
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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% |