SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,141,867 | -5.2% | 70,708 | -2.2% | 3.25% | -7.4% |
Q2 2023 | $5,421,303 | +14.9% | 72,332 | +0.5% | 3.51% | +12.4% |
Q1 2023 | $4,716,397 | +16.3% | 71,940 | -1.5% | 3.12% | +17.8% |
Q4 2022 | $4,056,320 | -10.4% | 73,008 | -10.0% | 2.65% | -8.8% |
Q3 2022 | $4,525,000 | -2.8% | 81,076 | +1.0% | 2.91% | +2.1% |
Q2 2022 | $4,657,000 | -20.0% | 80,309 | +3.2% | 2.85% | -9.7% |
Q1 2022 | $5,820,000 | +0.4% | 77,788 | +119.9% | 3.15% | +5.8% |
Q4 2021 | $5,794,000 | +13.5% | 35,382 | +2.6% | 2.98% | +3.7% |
Q3 2021 | $5,105,000 | +5.2% | 34,473 | +3.7% | 2.87% | +1.6% |
Q2 2021 | $4,851,000 | +19.0% | 33,234 | +5.8% | 2.83% | +11.7% |
Q1 2021 | $4,076,000 | +9.0% | 31,407 | +7.8% | 2.53% | +3.6% |
Q4 2020 | $3,741,000 | +13.8% | 29,135 | +2.1% | 2.45% | +6.9% |
Q3 2020 | $3,287,000 | +8.3% | 28,537 | -4.5% | 2.29% | +5.9% |
Q2 2020 | $3,035,000 | +27.2% | 29,887 | -0.2% | 2.16% | +25.8% |
Q1 2020 | $2,386,000 | +0.5% | 29,960 | +17.3% | 1.72% | +13.3% |
Q4 2019 | $2,373,000 | – | 25,541 | – | 1.52% | – |
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% |