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 | $58,104 | -3.0% | 799 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $59,886 | +7.0% | 799 | -7.0% | 0.01% | 0.0% |
| Q1 2023 | $55,982 | +20.1% | 859 | +2.4% | 0.01% | +9.1% |
| Q4 2022 | $46,615 | -4.9% | 839 | -4.1% | 0.01% | -8.3% |
| Q3 2022 | $49,000 | +6.5% | 875 | +11.5% | 0.01% | +9.1% |
| Q2 2022 | $46,000 | 0.0% | 785 | +26.6% | 0.01% | +10.0% |
| Q1 2022 | $46,000 | +9.5% | 620 | +143.1% | 0.01% | +11.1% |
| Q4 2021 | $42,000 | +10.5% | 255 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $38,000 | -22.4% | 255 | -23.4% | 0.01% | -27.3% |
| Q2 2021 | $49,000 | +6.5% | 333 | -5.7% | 0.01% | 0.0% |
| Q1 2021 | $46,000 | +2.2% | 353 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $45,000 | +9.8% | 353 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $41,000 | -8.9% | 353 | -20.3% | 0.01% | -20.0% |
| Q2 2020 | $45,000 | +28.6% | 443 | 0.0% | 0.02% | +15.4% |
| Q1 2020 | $35,000 | +6.1% | 443 | +23.1% | 0.01% | +30.0% |
| Q4 2019 | $33,000 | 0.0% | 360 | -7.7% | 0.01% | -9.1% |
| Q3 2019 | $33,000 | +3.1% | 390 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 390 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $31,000 | -13.9% | 390 | -25.7% | 0.01% | -21.4% |
| Q4 2018 | $36,000 | – | 525 | – | 0.01% | – |
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% |