SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 574 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 1.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,387,363 | -5.8% | 87,835 | -3.0% | 4.21% | -2.5% |
| Q2 2023 | $6,784,071 | +13.2% | 90,514 | -1.5% | 4.31% | +9.5% |
| Q1 2023 | $5,991,300 | +18.5% | 91,933 | +1.1% | 3.94% | +12.9% |
| Q4 2022 | $5,054,630 | +14.2% | 90,976 | +14.9% | 3.49% | +3.7% |
| Q3 2022 | $4,426,000 | +1.5% | 79,199 | +5.4% | 3.36% | +10.7% |
| Q2 2022 | $4,359,000 | -15.9% | 75,160 | +8.5% | 3.04% | -2.3% |
| Q1 2022 | $5,182,000 | +2.6% | 69,265 | +124.6% | 3.11% | +6.8% |
| Q4 2021 | $5,052,000 | +14.7% | 30,842 | +3.7% | 2.91% | +5.9% |
| Q3 2021 | $4,406,000 | +6.3% | 29,754 | +4.8% | 2.75% | +5.8% |
| Q2 2021 | $4,144,000 | +28.2% | 28,393 | +13.9% | 2.60% | +20.5% |
| Q1 2021 | $3,232,000 | +31.5% | 24,937 | +30.3% | 2.16% | +21.0% |
| Q4 2020 | $2,457,000 | +13.4% | 19,132 | +1.7% | 1.78% | -4.9% |
| Q3 2020 | $2,167,000 | +13.8% | 18,819 | +0.4% | 1.88% | +8.9% |
| Q2 2020 | $1,904,000 | +29.1% | 18,750 | +1.3% | 1.72% | +10.4% |
| Q1 2020 | $1,475,000 | -6.6% | 18,515 | +9.0% | 1.56% | +15.3% |
| Q4 2019 | $1,579,000 | – | 16,990 | – | 1.35% | – |
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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% |