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 | $18,251,305 | -2.1% | 250,981 | +0.9% | 8.87% | -3.3% |
| Q2 2023 | $18,645,471 | +12.0% | 248,772 | -2.6% | 9.18% | +7.7% |
| Q1 2023 | $16,653,346 | +17.1% | 255,537 | -0.2% | 8.52% | +2.1% |
| Q4 2022 | $14,219,137 | -4.1% | 255,924 | -3.7% | 8.35% | -6.9% |
| Q3 2022 | $14,826,000 | +4.5% | 265,658 | +8.6% | 8.97% | -0.4% |
| Q2 2022 | $14,192,000 | +7330.4% | 244,725 | +9489.5% | 9.00% | +7662.1% |
| Q1 2022 | $191,000 | -8.6% | 2,552 | +100.0% | 0.12% | -15.3% |
| Q4 2021 | $209,000 | +10.6% | 1,276 | 0.0% | 0.14% | -4.2% |
| Q3 2021 | $189,000 | -7.4% | 1,276 | -8.5% | 0.14% | -16.4% |
| Q2 2021 | $204,000 | +6.8% | 1,395 | -5.0% | 0.17% | -19.0% |
| Q1 2021 | $191,000 | -41.4% | 1,469 | -42.1% | 0.21% | -44.3% |
| Q4 2020 | $326,000 | +20.3% | 2,536 | +7.6% | 0.38% | +20.7% |
| Q3 2020 | $271,000 | +118.5% | 2,357 | +92.7% | 0.31% | +129.2% |
| Q2 2020 | $124,000 | – | 1,223 | – | 0.14% | – |
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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% |