SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $54,813 | +17.3% | 841 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $46,730 | -0.6% | 841 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $47,000 | -4.1% | 841 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $49,000 | -22.2% | 841 | +0.1% | 0.03% | -8.1% |
| Q1 2022 | $63,000 | -8.7% | 840 | +100.0% | 0.04% | -2.6% |
| Q4 2021 | $69,000 | +11.3% | 420 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $62,000 | +1.6% | 420 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $61,000 | +10.9% | 420 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $55,000 | +1.9% | 420 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $54,000 | +12.5% | 420 | 0.0% | 0.04% | -2.5% |
| Q3 2020 | $48,000 | +11.6% | 420 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $43,000 | +30.3% | 420 | 0.0% | 0.04% | +5.3% |
| Q1 2020 | $33,000 | – | 420 | – | 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% |