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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,208,055 | +41.6% | 140,375 | +46.0% | 3.82% | +12.1% |
| Q2 2023 | $7,208,243 | -9.8% | 96,174 | -21.6% | 3.41% | +5.6% |
| Q1 2023 | $7,994,082 | +28.0% | 122,665 | +9.1% | 3.23% | +23.6% |
| Q4 2022 | $6,247,771 | +15.1% | 112,451 | +15.6% | 2.61% | +2.3% |
| Q3 2022 | $5,426,000 | +40.6% | 97,236 | +46.1% | 2.55% | +41.9% |
| Q2 2022 | $3,860,000 | +3.4% | 66,561 | +33.4% | 1.80% | +13.9% |
| Q1 2022 | $3,734,000 | +1.8% | 49,901 | +122.7% | 1.58% | +7.9% |
| Q4 2021 | $3,669,000 | +34.4% | 22,405 | +21.6% | 1.46% | +16.9% |
| Q3 2021 | $2,730,000 | +54.2% | 18,431 | +52.0% | 1.25% | +56.3% |
| Q2 2021 | $1,770,000 | – | 12,126 | – | 0.80% | – |
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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% |