SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,318 | -19.1% | 5,285 | -16.6% | 0.11% | -17.7% |
| Q2 2023 | $475,030 | -0.3% | 6,338 | -13.3% | 0.13% | -7.1% |
| Q1 2023 | $476,438 | +8.8% | 7,311 | -7.3% | 0.14% | -11.4% |
| Q4 2022 | $437,996 | +8.1% | 7,883 | +8.7% | 0.16% | -2.5% |
| Q3 2022 | $405,000 | -18.7% | 7,254 | -15.6% | 0.16% | -16.1% |
| Q2 2022 | $498,000 | -22.6% | 8,591 | +0.0% | 0.19% | -18.2% |
| Q1 2022 | $643,000 | +2.9% | 8,588 | +99.9% | 0.24% | +0.4% |
| Q4 2021 | $625,000 | -19.0% | 4,296 | -17.6% | 0.24% | -23.0% |
| Q3 2021 | $772,000 | -11.6% | 5,215 | -12.8% | 0.30% | -24.1% |
| Q2 2021 | $873,000 | +1.0% | 5,980 | -10.2% | 0.40% | -4.3% |
| Q1 2021 | $864,000 | – | 6,656 | – | 0.42% | – |
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% |