SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,130 | -0.4% | 4,214 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $235,000 | -3.7% | 4,211 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $244,000 | -21.8% | 4,211 | +1.0% | 0.02% | 0.0% |
| Q1 2022 | $312,000 | -15.2% | 4,170 | +85.7% | 0.02% | -14.3% |
| Q4 2021 | $368,000 | +13.9% | 2,245 | +2.9% | 0.02% | 0.0% |
| Q3 2021 | $323,000 | -0.3% | 2,181 | -1.7% | 0.02% | -8.7% |
| Q2 2021 | $324,000 | +4.2% | 2,219 | -7.5% | 0.02% | -4.2% |
| Q1 2021 | $311,000 | -4.9% | 2,400 | -5.8% | 0.02% | -20.0% |
| Q4 2020 | $327,000 | +15.1% | 2,549 | +3.2% | 0.03% | 0.0% |
| Q3 2020 | $284,000 | +10.9% | 2,470 | -2.1% | 0.03% | -6.2% |
| Q2 2020 | $256,000 | +27.4% | 2,523 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $201,000 | -23.0% | 2,523 | -10.2% | 0.03% | -11.1% |
| Q4 2019 | $261,000 | – | 2,811 | – | 0.04% | – |
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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% |