SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $675,569 | -3.0% | 9,290 | 0.0% | 0.19% | -2.6% |
| Q2 2023 | $696,286 | +15.0% | 9,290 | 0.0% | 0.19% | +2.1% |
| Q1 2023 | $605,429 | +19.9% | 9,290 | +2.2% | 0.19% | +5.1% |
| Q4 2022 | $504,874 | -2.0% | 9,087 | -1.5% | 0.18% | -14.0% |
| Q3 2022 | $515,000 | -0.8% | 9,228 | +3.0% | 0.21% | 0.0% |
| Q2 2022 | $519,000 | -31.7% | 8,955 | -11.8% | 0.21% | -28.6% |
| Q1 2022 | $760,000 | +7.0% | 10,152 | +83.6% | 0.29% | -38.2% |
| Q4 2020 | $710,000 | -36.7% | 5,530 | -43.2% | 0.47% | -41.0% |
| Q3 2020 | $1,121,000 | -7.8% | 9,733 | -18.7% | 0.80% | -32.3% |
| Q2 2020 | $1,216,000 | +54.7% | 11,972 | +21.4% | 1.17% | +17.9% |
| Q1 2020 | $786,000 | +161.1% | 9,862 | +204.1% | 1.00% | +348.6% |
| Q4 2019 | $301,000 | – | 3,243 | – | 0.22% | – |
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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% |