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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $379,676 | -4.0% | 5,221 | -1.0% | 0.23% | +0.4% |
Q2 2023 | $395,292 | +15.0% | 5,274 | 0.0% | 0.23% | +4.0% |
Q1 2023 | $343,711 | +17.3% | 5,274 | 0.0% | 0.22% | +3.2% |
Q4 2022 | $293,028 | -0.3% | 5,274 | 0.0% | 0.22% | -4.8% |
Q3 2022 | $294,000 | -2.6% | 5,274 | +1.2% | 0.23% | +11.3% |
Q2 2022 | $302,000 | -22.6% | 5,212 | 0.0% | 0.20% | -2.9% |
Q1 2022 | $390,000 | -8.7% | 5,212 | +100.0% | 0.21% | +33.8% |
Q4 2021 | $427,000 | +10.6% | 2,606 | 0.0% | 0.16% | +2.6% |
Q3 2021 | $386,000 | +1.6% | 2,606 | 0.0% | 0.15% | +0.7% |
Q2 2021 | $380,000 | +475.8% | 2,606 | +409.0% | 0.15% | +424.1% |
Q1 2021 | $66,000 | 0.0% | 512 | 0.0% | 0.03% | +3.6% |
Q4 2020 | $66,000 | +8.2% | 512 | -3.2% | 0.03% | -6.7% |
Q3 2020 | $61,000 | +10.9% | 529 | -3.1% | 0.03% | -3.2% |
Q2 2020 | $55,000 | +27.9% | 546 | 0.0% | 0.03% | -16.2% |
Q1 2020 | $43,000 | +34.4% | 546 | +60.6% | 0.04% | +42.3% |
Q4 2019 | $32,000 | – | 340 | – | 0.03% | – |
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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% |