SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,759 | -3.0% | 588 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $44,071 | -10.1% | 588 | -21.8% | 0.01% | -35.7% |
| Q1 2023 | $49,008 | -28.4% | 752 | -39.0% | 0.01% | -33.3% |
| Q4 2022 | $68,453 | -54.7% | 1,232 | -52.6% | 0.02% | -48.8% |
| Q2 2022 | $151,000 | -0.7% | 2,601 | +28.4% | 0.04% | +5.1% |
| Q1 2022 | $152,000 | -0.7% | 2,026 | +116.9% | 0.04% | +5.4% |
| Q4 2021 | $153,000 | +255.8% | 934 | +219.9% | 0.04% | +105.6% |
| Q3 2021 | $43,000 | -4.4% | 292 | -4.3% | 0.02% | +38.5% |
| Q2 2021 | $45,000 | -38.4% | 305 | -45.8% | 0.01% | -48.0% |
| Q1 2021 | $73,000 | +58.7% | 563 | +56.0% | 0.02% | -28.6% |
| Q4 2020 | $46,000 | – | 361 | – | 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% |