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 | $470,789 | +0.8% | 6,474 | +3.8% | 0.02% | +5.9% |
| Q2 2023 | $467,246 | +23.8% | 6,234 | +7.6% | 0.02% | +13.3% |
| Q1 2023 | $377,482 | +219366.3% | 5,792 | +86.7% | 0.02% | +50.0% |
| Q4 2022 | $172 | -99.9% | 3,102 | +1.9% | 0.01% | 0.0% |
| Q3 2022 | $170,000 | -40.6% | 3,044 | -38.3% | 0.01% | -16.7% |
| Q2 2022 | $286,000 | -52.6% | 4,937 | -38.7% | 0.01% | -25.0% |
| Q1 2022 | $603,000 | -12.7% | 8,058 | +91.0% | 0.02% | +6.7% |
| Q4 2021 | $691,000 | +5.5% | 4,218 | -4.7% | 0.02% | -11.8% |
| Q3 2021 | $655,000 | +7.2% | 4,426 | +5.8% | 0.02% | 0.0% |
| Q2 2021 | $611,000 | -15.1% | 4,182 | -24.6% | 0.02% | -10.5% |
| Q1 2021 | $720,000 | – | 5,547 | – | 0.02% | – |
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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% |