SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $64,798 | +1.3% | 865 | -11.9% | 0.04% | +29.6% |
| Q1 2023 | $63,986 | +17.4% | 982 | +0.1% | 0.03% | 0.0% |
| Q4 2022 | $54,507 | -0.9% | 981 | +0.1% | 0.03% | +8.0% |
| Q3 2022 | $55,000 | -3.5% | 980 | +0.1% | 0.02% | -3.8% |
| Q2 2022 | $57,000 | -61.0% | 979 | -49.9% | 0.03% | -13.3% |
| Q1 2022 | $146,000 | +75.9% | 1,956 | +287.3% | 0.03% | -18.9% |
| Q4 2021 | $83,000 | +5.1% | 505 | -5.3% | 0.04% | -2.6% |
| Q3 2021 | $79,000 | +1.3% | 533 | +0.2% | 0.04% | -5.0% |
| Q2 2021 | $78,000 | +13.0% | 532 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $69,000 | -13.8% | 532 | -14.7% | 0.04% | -22.6% |
| Q4 2020 | $80,000 | +11.1% | 624 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $72,000 | +14.3% | 624 | +0.2% | 0.05% | +8.2% |
| Q2 2020 | $63,000 | -7.4% | 623 | -26.6% | 0.05% | -24.6% |
| Q1 2020 | $68,000 | +11.5% | 849 | +29.8% | 0.06% | +27.5% |
| Q4 2019 | $61,000 | – | 654 | – | 0.05% | – |
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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% |