SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $365,000 | +12.3% | 2,504 | 0.0% | 0.08% | -7.1% |
Q1 2021 | $325,000 | -23.0% | 2,504 | -23.8% | 0.08% | -25.0% |
Q4 2020 | $422,000 | +4.7% | 3,286 | -6.1% | 0.11% | -11.1% |
Q3 2020 | $403,000 | +13.5% | 3,500 | 0.0% | 0.13% | +7.7% |
Q2 2020 | $355,000 | +27.2% | 3,500 | 0.0% | 0.12% | +2.6% |
Q1 2020 | $279,000 | -14.2% | 3,500 | 0.0% | 0.11% | +3.6% |
Q4 2019 | $325,000 | +10.5% | 3,500 | 0.0% | 0.11% | -1.8% |
Q3 2019 | $294,000 | +1.0% | 3,500 | 0.0% | 0.11% | +9.8% |
Q2 2019 | $291,000 | – | 3,500 | – | 0.10% | – |
Download |
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% |