SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,933,388 | +136.7% | 53,679 | +139.6% | 0.20% | -8.4% |
| Q2 2023 | $1,661,800 | -49.4% | 22,399 | -55.6% | 0.21% | +29.7% |
| Q1 2023 | $3,282,616 | +15.5% | 50,471 | -1.4% | 0.16% | +25.0% |
| Q4 2022 | $2,842,967 | +22.5% | 51,169 | +23.0% | 0.13% | -5.0% |
| Q3 2022 | $2,321,000 | +12.9% | 41,585 | +17.3% | 0.14% | +16.8% |
| Q2 2022 | $2,055,000 | -8.7% | 35,439 | +17.8% | 0.12% | +45.1% |
| Q1 2022 | $2,251,000 | -17.9% | 30,088 | +79.7% | 0.08% | -18.0% |
| Q4 2021 | $2,742,000 | – | 16,746 | – | 0.10% | – |
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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% |