SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $626,108 | -11.5% | 8,610 | -8.8% | 0.06% | -5.0% |
| Q2 2023 | $707,585 | +18.1% | 9,441 | +2.7% | 0.06% | +13.2% |
| Q1 2023 | $599,350 | +7.5% | 9,197 | +0.9% | 0.05% | +10.4% |
| Q4 2022 | $557,624 | +71.6% | 9,114 | +56.3% | 0.05% | +41.2% |
| Q3 2022 | $325,000 | -2.1% | 5,832 | +1.8% | 0.03% | +6.2% |
| Q2 2022 | $332,000 | -22.8% | 5,728 | -0.5% | 0.03% | -13.5% |
| Q1 2022 | $430,000 | -5.9% | 5,754 | +106.2% | 0.04% | -5.1% |
| Q4 2021 | $457,000 | +7.8% | 2,791 | -2.5% | 0.04% | +2.6% |
| Q3 2021 | $424,000 | -0.5% | 2,864 | -2.0% | 0.04% | -2.6% |
| Q2 2021 | $426,000 | +10.4% | 2,921 | -1.9% | 0.04% | +2.6% |
| Q1 2021 | $386,000 | +7.8% | 2,979 | -4.2% | 0.04% | -11.6% |
| Q3 2020 | $358,000 | -99.9% | 3,111 | -5.8% | 0.04% | +2.4% |
| Q2 2020 | $335,409,000 | +125993.6% | 3,303 | -1.3% | 0.04% | +5.0% |
| Q1 2020 | $266,000 | -10.1% | 3,348 | +5.1% | 0.04% | +5.3% |
| Q4 2019 | $296,000 | +8.8% | 3,185 | -2.3% | 0.04% | 0.0% |
| Q3 2019 | $272,000 | +3.8% | 3,261 | +3.5% | 0.04% | +2.7% |
| Q2 2019 | $262,000 | +6.5% | 3,151 | +1.7% | 0.04% | +2.8% |
| Q1 2019 | $246,000 | – | 3,098 | – | 0.04% | – |
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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% |