SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,888 | +87.5% | 52,252 | +64.2% | 0.10% | -4.9% |
| Q1 2023 | $2,074 | +27.6% | 31,819 | +8.7% | 0.10% | +13.3% |
| Q4 2022 | $1,626 | -99.9% | 29,269 | -0.7% | 0.09% | -9.1% |
| Q3 2022 | $1,645,000 | +20.4% | 29,478 | +25.1% | 0.10% | +33.8% |
| Q2 2022 | $1,366,000 | -17.5% | 23,563 | +6.5% | 0.07% | -14.0% |
| Q1 2022 | $1,656,000 | +94.6% | 22,127 | +325.8% | 0.09% | +104.8% |
| Q4 2021 | $851,000 | +58.5% | 5,197 | +43.3% | 0.04% | +31.2% |
| Q3 2021 | $537,000 | +104.2% | 3,626 | +14.9% | 0.03% | -41.8% |
| Q2 2019 | $263,000 | -57.8% | 3,156 | -59.8% | 0.06% | -66.3% |
| Q1 2019 | $623,000 | – | 7,842 | – | 0.16% | – |
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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% |