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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,116,967 | -3.1% | 70,365 | -0.1% | 2.49% | 0.0% |
| Q2 2023 | $5,280,130 | +16.2% | 70,449 | +1.1% | 2.49% | +2.8% |
| Q1 2023 | $4,542,583 | +22.8% | 69,704 | +4.7% | 2.42% | +10.9% |
| Q4 2022 | $3,699,716 | -6.2% | 66,590 | -5.8% | 2.19% | -13.4% |
| Q3 2022 | $3,946,000 | 0.0% | 70,707 | +3.9% | 2.52% | +4.1% |
| Q2 2022 | $3,946,000 | -9.0% | 68,044 | +17.5% | 2.43% | +1.2% |
| Q1 2022 | $4,334,000 | -13.3% | 57,922 | +89.7% | 2.40% | -8.7% |
| Q4 2021 | $5,000,000 | +13.4% | 30,532 | +2.5% | 2.62% | +4.9% |
| Q3 2021 | $4,411,000 | -0.3% | 29,785 | -1.8% | 2.50% | -2.9% |
| Q2 2021 | $4,426,000 | -0.8% | 30,321 | -11.8% | 2.58% | -8.7% |
| Q1 2021 | $4,461,000 | +1.0% | 34,375 | -0.1% | 2.82% | -5.3% |
| Q4 2020 | $4,416,000 | – | 34,394 | – | 2.98% | – |
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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% |