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 | $6,113,437 | +28.1% | 84,072 | +32.0% | 0.25% | +26.5% |
Q2 2023 | $4,773,779 | +30.1% | 63,689 | +13.1% | 0.20% | +17.0% |
Q1 2023 | $3,668,053 | +47.1% | 56,291 | +25.4% | 0.17% | +34.6% |
Q4 2022 | $2,493,324 | +161.6% | 44,879 | +162.6% | 0.13% | +139.6% |
Q3 2022 | $953,000 | -8.5% | 17,087 | -4.8% | 0.05% | -7.0% |
Q2 2022 | $1,041,000 | +3.2% | 17,943 | +91.0% | 0.06% | -3.4% |
Q1 2022 | $1,009,000 | +13.6% | 9,392 | +66.2% | 0.06% | +7.3% |
Q4 2021 | $888,000 | +7.9% | 5,651 | +1.7% | 0.06% | -3.5% |
Q3 2021 | $823,000 | +34.0% | 5,554 | +23.2% | 0.06% | +26.7% |
Q2 2021 | $614,000 | +5.3% | 4,508 | +0.3% | 0.04% | -19.6% |
Q1 2021 | $583,000 | -19.3% | 4,495 | -20.0% | 0.06% | -25.3% |
Q4 2020 | $722,000 | +24.5% | 5,622 | +12.2% | 0.08% | +5.6% |
Q3 2020 | $580,000 | +22.9% | 5,011 | +8.1% | 0.07% | -7.8% |
Q2 2020 | $472,000 | +100.0% | 4,636 | +56.1% | 0.08% | +22.2% |
Q1 2020 | $236,000 | -5.6% | 2,969 | +10.9% | 0.06% | +12.5% |
Q4 2019 | $250,000 | +5.5% | 2,677 | -5.7% | 0.06% | -1.8% |
Q3 2019 | $237,000 | – | 2,840 | – | 0.06% | – |
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% |