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 | $364,801 | -4.6% | 5,017 | -1.6% | 0.24% | +0.8% |
| Q2 2023 | $382,199 | +15.0% | 5,099 | 0.0% | 0.24% | +3.0% |
| Q1 2023 | $332,317 | +17.3% | 5,099 | 0.0% | 0.24% | +12.4% |
| Q4 2022 | $283,305 | -0.6% | 5,099 | 0.0% | 0.21% | -8.7% |
| Q3 2022 | $285,000 | -24.0% | 5,099 | -21.2% | 0.23% | -21.0% |
| Q2 2022 | $375,000 | -27.0% | 6,469 | -5.8% | 0.29% | -14.2% |
| Q1 2022 | $514,000 | -8.5% | 6,865 | +100.0% | 0.34% | -6.6% |
| Q4 2021 | $562,000 | +10.6% | 3,432 | 0.0% | 0.36% | +3.4% |
| Q3 2021 | $508,000 | +0.4% | 3,432 | -0.9% | 0.35% | -1.7% |
| Q2 2021 | $506,000 | -12.9% | 3,463 | -22.6% | 0.36% | -22.3% |
| Q1 2021 | $581,000 | -27.6% | 4,477 | -28.4% | 0.46% | -40.1% |
| Q4 2020 | $802,000 | – | 6,249 | – | 0.76% | – |
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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% |