SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $48,810 | +85.0% | 749 | +57.7% | 0.02% | +45.5% |
| Q4 2022 | $26,389 | -2.3% | 475 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $27,000 | -3.6% | 475 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -22.2% | 475 | 0.0% | 0.01% | -20.0% |
| Q1 2022 | $36,000 | -7.7% | 475 | +99.6% | 0.02% | -6.2% |
| Q4 2021 | $39,000 | -81.0% | 238 | -82.8% | 0.02% | -83.3% |
| Q3 2021 | $205,000 | +454.1% | 1,387 | +381.6% | 0.10% | +966.7% |
| Q1 2021 | $37,000 | – | 288 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,513,687 | $248,453,000 | 22.75% |
| Marquette Asset Management, LLC | 844,050 | $59,683,000 | 22.10% |
| Financial Engines Advisors L.L.C. | 9,210,328 | $651,313,000 | 18.71% |
| TOTAL INVESTMENT MANAGEMENT INC | 675,455 | $47,761,000 | 14.08% |
| Newport Wealth Strategies, Inc. | 200,783 | $15,213,000 | 10.89% |
| Invst, LLC | 207,730 | $14,689,000 | 10.81% |
| Denver PWM, LLC | 184,344 | $13,560,000 | 10.24% |
| Harborview Advisors, LLC | 141,341 | $9,994,000 | 9.56% |
| B & T Capital Management DBA Alpha Capital Management | 278,553 | $19,696,000 | 9.29% |
| Spectrum Asset Management, Inc. (NB/CA) | 169,872 | $12,012,000 | 9.18% |