SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $285,000 | -28.8% | 4,909 | -8.1% | 0.24% | -23.0% |
| Q1 2022 | $400,000 | -8.3% | 5,340 | +100.5% | 0.30% | -2.2% |
| Q4 2021 | $436,000 | +11.5% | 2,663 | +0.8% | 0.31% | +2.6% |
| Q3 2021 | $391,000 | -1.8% | 2,643 | -3.1% | 0.30% | -7.6% |
| Q2 2021 | $398,000 | +8.4% | 2,728 | -3.6% | 0.33% | +3.1% |
| Q1 2021 | $367,000 | +1.1% | 2,829 | +0.2% | 0.32% | +3.2% |
| Q4 2020 | $363,000 | -0.5% | 2,823 | -10.8% | 0.31% | -9.9% |
| Q3 2020 | $365,000 | +2.5% | 3,165 | -9.7% | 0.34% | -4.2% |
| Q2 2020 | $356,000 | +9.5% | 3,505 | -14.1% | 0.36% | -9.1% |
| Q1 2020 | $325,000 | -13.8% | 4,080 | +0.4% | 0.39% | +11.6% |
| Q4 2019 | $377,000 | +4.7% | 4,062 | -5.2% | 0.35% | -11.8% |
| Q3 2019 | $360,000 | +2.6% | 4,285 | +1.7% | 0.40% | +8.1% |
| Q2 2019 | $351,000 | +6.7% | 4,215 | +1.6% | 0.37% | +3.9% |
| Q1 2019 | $329,000 | +13.4% | 4,148 | -1.5% | 0.36% | +14.5% |
| Q4 2018 | $290,000 | -19.2% | 4,210 | -3.8% | 0.31% | +21.5% |
| Q3 2018 | $359,000 | +5.0% | 4,375 | +1.4% | 0.26% | +2.4% |
| Q2 2018 | $342,000 | +14.4% | 4,315 | +2.0% | 0.25% | -15.3% |
| Q1 2018 | $299,000 | 0.0% | 4,229 | 0.0% | 0.30% | +0.3% |
| Q4 2017 | $299,000 | – | 4,229 | – | 0.29% | – |
Download | ||||||
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% |