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 | $883,383 | -4.2% | 12,148 | -1.2% | 0.37% | -1.3% |
| Q2 2023 | $921,975 | +4.9% | 12,301 | -8.8% | 0.38% | +2.4% |
| Q1 2023 | $878,594 | +13.5% | 13,482 | -3.2% | 0.37% | +8.8% |
| Q4 2022 | $774,198 | -19.9% | 13,934 | -19.6% | 0.34% | -26.0% |
| Q3 2022 | $967,000 | -10.7% | 17,321 | -7.3% | 0.46% | -9.1% |
| Q2 2022 | $1,083,000 | -41.6% | 18,680 | +65.0% | 0.50% | -39.4% |
| Q1 2022 | $1,854,000 | 0.0% | 11,320 | 0.0% | 0.83% | 0.0% |
| Q4 2021 | $1,854,000 | +2.9% | 11,320 | -6.9% | 0.83% | -17.9% |
| Q3 2021 | $1,801,000 | -1.3% | 12,163 | -2.7% | 1.01% | -4.9% |
| Q2 2021 | $1,825,000 | -8.1% | 12,501 | -12.8% | 1.06% | -17.4% |
| Q1 2021 | $1,985,000 | -65.0% | 14,331 | -67.5% | 1.29% | -73.6% |
| Q4 2020 | $5,673,000 | – | 44,149 | – | 4.88% | – |
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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% |