SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,659 | -91.1% | 4,121 | -90.8% | 0.02% | -90.2% |
| Q2 2023 | $3,363,022 | -53.8% | 44,870 | -59.8% | 0.17% | -55.0% |
| Q1 2023 | $7,274,868 | +829.9% | 111,583 | +692.4% | 0.39% | +706.2% |
| Q4 2022 | $782,340 | -62.3% | 14,081 | -60.7% | 0.05% | -69.4% |
| Q2 2022 | $2,076,000 | +13.9% | 35,798 | +47.0% | 0.16% | +7.5% |
| Q1 2022 | $1,823,000 | -26.1% | 24,359 | +61.8% | 0.15% | -25.5% |
| Q4 2021 | $2,466,000 | +6.4% | 15,058 | -3.8% | 0.20% | +3.7% |
| Q3 2021 | $2,318,000 | -5.1% | 15,653 | -6.5% | 0.19% | -6.0% |
| Q2 2021 | $2,442,000 | -64.3% | 16,734 | -68.2% | 0.20% | -67.1% |
| Q1 2021 | $6,833,000 | +91.2% | 52,647 | +89.2% | 0.61% | +77.6% |
| Q4 2020 | $3,574,000 | – | 27,833 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |