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 | $3,053,586 | -6.2% | 41,991 | -3.4% | 2.05% | +3.7% |
| Q2 2023 | $3,256,353 | +16.5% | 43,447 | +1.3% | 1.98% | +2.0% |
| Q1 2023 | $2,795,141 | +24.8% | 42,890 | +6.4% | 1.94% | +18.0% |
| Q4 2022 | $2,239,290 | +41.2% | 40,304 | +41.8% | 1.64% | +29.6% |
| Q3 2022 | $1,586,000 | +58.6% | 28,426 | +64.9% | 1.27% | +55.3% |
| Q2 2022 | $1,000,000 | +18.9% | 17,241 | +53.4% | 0.82% | +29.9% |
| Q1 2022 | $841,000 | -4.2% | 11,242 | +109.7% | 0.63% | -1.4% |
| Q4 2021 | $878,000 | – | 5,362 | – | 0.64% | – |
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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% |