SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $58,653 | +17.3% | 900 | 0.0% | 0.03% | +22.2% |
| Q4 2022 | $50,004 | -66.4% | 900 | -66.2% | 0.03% | -63.0% |
| Q3 2022 | $149,000 | -37.9% | 2,663 | -35.7% | 0.07% | -22.3% |
| Q2 2022 | $240,000 | -75.2% | 4,140 | -68.0% | 0.09% | -74.4% |
| Q1 2022 | $967,000 | -24.6% | 12,921 | +65.0% | 0.37% | -29.2% |
| Q4 2021 | $1,282,000 | +2.8% | 7,829 | -7.0% | 0.52% | -8.3% |
| Q3 2021 | $1,247,000 | +5.1% | 8,421 | +3.6% | 0.56% | -1.4% |
| Q2 2021 | $1,187,000 | -17.5% | 8,132 | -26.7% | 0.57% | -31.3% |
| Q1 2021 | $1,439,000 | -2.8% | 11,087 | -3.8% | 0.83% | -11.1% |
| Q4 2020 | $1,480,000 | – | 11,522 | – | 0.94% | – |
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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% |