SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $235,241 | -7.4% | 4,234 | -7.2% | 0.08% | -10.5% |
| Q3 2022 | $254,000 | -24.9% | 4,562 | +100.0% | 0.10% | -17.4% |
| Q3 2021 | $338,000 | +1.5% | 2,281 | -0.1% | 0.12% | +3.6% |
| Q2 2021 | $333,000 | +12.5% | 2,284 | 0.0% | 0.11% | +6.7% |
| Q1 2021 | $296,000 | -9.8% | 2,284 | -10.7% | 0.10% | -16.8% |
| Q4 2020 | $328,000 | +6.5% | 2,558 | -4.2% | 0.12% | -8.1% |
| Q3 2020 | $308,000 | +10.4% | 2,671 | -2.8% | 0.14% | -0.7% |
| Q2 2020 | $279,000 | – | 2,749 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |