SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,515 | -9.1% | 5,343 | -6.4% | 0.19% | -6.0% |
| Q2 2023 | $427,630 | -1.9% | 5,706 | -14.7% | 0.20% | -8.3% |
| Q1 2023 | $436,017 | +28.4% | 6,690 | +9.5% | 0.22% | +21.9% |
| Q4 2022 | $339,487 | +6.1% | 6,110 | +6.4% | 0.18% | -3.3% |
| Q3 2022 | $320,000 | +4.9% | 5,741 | +9.0% | 0.18% | +8.9% |
| Q2 2022 | $305,000 | -23.0% | 5,267 | -0.6% | 0.17% | -11.1% |
| Q1 2022 | $396,000 | -7.7% | 5,298 | +102.0% | 0.19% | -6.4% |
| Q4 2021 | $429,000 | +22.2% | 2,623 | -4.0% | 0.20% | -3.8% |
| Q4 2020 | $351,000 | +7.3% | 2,732 | -3.8% | 0.21% | -4.5% |
| Q3 2020 | $327,000 | +16.4% | 2,841 | +2.5% | 0.22% | +8.3% |
| Q2 2020 | $281,000 | +32.5% | 2,771 | +3.9% | 0.20% | +11.5% |
| Q1 2020 | $212,000 | -12.4% | 2,666 | +2.2% | 0.18% | +10.9% |
| Q4 2019 | $242,000 | +2.5% | 2,609 | -7.0% | 0.16% | -8.3% |
| Q3 2019 | $236,000 | +0.9% | 2,806 | -0.1% | 0.18% | -0.6% |
| Q2 2019 | $234,000 | +4.5% | 2,808 | +1.7% | 0.18% | +3.4% |
| Q1 2019 | $224,000 | – | 2,760 | – | 0.18% | – |
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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% |