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 | $8,719,054 | -6.5% | 119,991 | -3.6% | 3.70% | -4.1% |
Q2 2023 | $9,326,620 | +12.0% | 124,530 | -2.5% | 3.86% | +3.3% |
Q1 2023 | $8,326,566 | +34.1% | 127,767 | +14.2% | 3.74% | +19.8% |
Q4 2022 | $6,210,217 | +4.2% | 111,867 | +4.8% | 3.12% | -5.4% |
Q3 2022 | $5,959,000 | +1.8% | 106,758 | +5.7% | 3.30% | -7.3% |
Q2 2022 | $5,855,000 | -21.6% | 100,972 | +1.1% | 3.56% | -17.6% |
Q1 2022 | $7,470,000 | -6.2% | 99,841 | +105.3% | 4.32% | -10.2% |
Q4 2021 | $7,962,000 | +10.5% | 48,626 | -0.1% | 4.81% | -2.6% |
Q3 2021 | $7,207,000 | -4.1% | 48,666 | -5.5% | 4.94% | -4.5% |
Q2 2021 | $7,513,000 | +5.4% | 51,474 | -6.3% | 5.17% | -17.3% |
Q1 2021 | $7,127,000 | -2.1% | 54,922 | -3.2% | 6.25% | -6.9% |
Q4 2020 | $7,283,000 | – | 56,717 | – | 6.72% | – |
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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% |