SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,852 | -5.5% | 6,571 | -2.6% | 0.07% | -13.3% |
| Q2 2023 | $505,613 | +16.6% | 6,746 | +1.4% | 0.08% | -20.2% |
| Q1 2023 | $433,772 | -4.9% | 6,656 | -18.9% | 0.10% | -14.0% |
| Q4 2022 | $456,259 | -38.8% | 8,212 | -38.6% | 0.12% | -46.2% |
| Q3 2022 | $746,000 | -3.5% | 13,364 | +0.2% | 0.22% | -0.4% |
| Q2 2022 | $773,000 | -22.4% | 13,334 | +0.2% | 0.23% | -21.5% |
| Q1 2022 | $996,000 | – | 13,312 | – | 0.29% | – |
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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% |