SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,044 | -2.9% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,106 | +15.1% | 28 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $1,830 | +17.5% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,558 | -96.0% | 28 | -96.0% | 0.00% | -96.8% |
| Q3 2022 | $39,000 | 0.0% | 692 | +2.4% | 0.03% | +10.7% |
| Q2 2022 | $39,000 | -23.5% | 676 | 0.0% | 0.03% | -17.6% |
| Q1 2022 | $51,000 | -7.3% | 676 | +100.0% | 0.03% | -5.6% |
| Q4 2021 | $55,000 | +10.0% | 338 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $50,000 | +2.0% | 338 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $49,000 | +11.4% | 338 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $44,000 | +2.3% | 338 | 0.0% | 0.03% | -5.6% |
| Q4 2020 | $43,000 | – | 338 | – | 0.04% | – |
Download | ||||||
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% |