SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,656,738 | -6.5% | 77,788 | -3.7% | 4.48% | -1.3% |
| Q2 2023 | $6,051,533 | +10.7% | 80,741 | -3.8% | 4.54% | +3.0% |
| Q1 2023 | $5,467,635 | +17.8% | 83,898 | +0.4% | 4.41% | -2.4% |
| Q4 2022 | $4,642,625 | +21.3% | 83,561 | +21.9% | 4.52% | +8.0% |
| Q3 2022 | $3,827,000 | -1.6% | 68,573 | +2.2% | 4.18% | +9.3% |
| Q2 2022 | $3,890,000 | -21.0% | 67,075 | +1.8% | 3.83% | -2.3% |
| Q1 2022 | $4,927,000 | +2.0% | 65,857 | +123.2% | 3.92% | +13.0% |
| Q4 2021 | $4,831,000 | +24.3% | 29,501 | +12.4% | 3.46% | +11.7% |
| Q3 2021 | $3,887,000 | -1.7% | 26,247 | -3.1% | 3.10% | +2.6% |
| Q2 2021 | $3,955,000 | +18.6% | 27,096 | +5.4% | 3.02% | +4.2% |
| Q1 2021 | $3,336,000 | +21.0% | 25,703 | +19.7% | 2.90% | +15.1% |
| Q4 2020 | $2,758,000 | +16.1% | 21,476 | +4.2% | 2.52% | +21.9% |
| Q3 2020 | $2,375,000 | – | 20,620 | – | 2.07% | – |
Download | ||||||
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% |