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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,421,085 | +3.0% | 500,840 | +6.2% | 0.36% | +1.1% |
| Q2 2023 | $35,344,546 | +5.0% | 471,575 | -8.7% | 0.35% | -3.0% |
| Q1 2023 | $33,664,490 | +2.4% | 516,564 | -12.7% | 0.36% | +25.0% |
| Q4 2022 | $32,869,685 | -99.9% | 591,607 | -31.0% | 0.29% | +14.1% |
| Q3 2022 | $23,932,909,000 | +89812.5% | 856,812 | +86.7% | 0.26% | -6.6% |
| Q2 2022 | $26,618,000 | -21.8% | 459,010 | +0.9% | 0.27% | -22.8% |
| Q1 2022 | $34,051,000 | -9.6% | 455,112 | +97.9% | 0.36% | -6.8% |
| Q4 2021 | $37,652,000 | -40.8% | 229,935 | -46.5% | 0.38% | -40.1% |
| Q3 2021 | $63,633,000 | +82.8% | 429,692 | +80.2% | 0.64% | +61.0% |
| Q2 2021 | $34,803,000 | +26.8% | 238,445 | +12.8% | 0.40% | +13.5% |
| Q1 2021 | $27,442,000 | -50.7% | 211,447 | -51.3% | 0.35% | -46.0% |
| Q4 2020 | $55,671,000 | -99.7% | 433,812 | +146.2% | 0.64% | +70.2% |
| Q3 2020 | $20,280,000,000 | – | 176,215 | – | 0.38% | – |
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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% |