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 | $868 | -9.5% | 11,936 | -18.9% | 0.36% | -16.6% |
| Q1 2023 | $959 | +69.4% | 14,722 | +44.6% | 0.43% | +82.7% |
| Q4 2022 | $566 | -99.9% | 10,183 | +13.9% | 0.24% | +0.9% |
| Q3 2022 | $499,000 | -3.7% | 8,941 | 0.0% | 0.24% | +2.2% |
| Q2 2022 | $518,000 | -21.4% | 8,941 | +1.6% | 0.23% | -15.8% |
| Q1 2022 | $659,000 | -7.6% | 8,804 | +102.2% | 0.27% | +6.6% |
| Q4 2021 | $713,000 | +14.8% | 4,354 | +3.9% | 0.26% | -2.7% |
| Q3 2021 | $621,000 | +6.2% | 4,192 | +4.5% | 0.26% | -15.4% |
| Q2 2021 | $585,000 | +12.9% | 4,011 | +0.6% | 0.31% | +26.4% |
| Q1 2021 | $518,000 | -12.1% | 3,988 | -13.0% | 0.25% | -19.6% |
| Q4 2020 | $589,000 | +11.8% | 4,583 | +0.1% | 0.31% | +2.7% |
| Q3 2020 | $527,000 | +17.9% | 4,578 | +3.9% | 0.30% | +11.2% |
| Q2 2020 | $447,000 | +48.5% | 4,405 | +16.5% | 0.27% | +27.0% |
| Q1 2020 | $301,000 | – | 3,780 | – | 0.21% | – |
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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% |