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 | $1,196,266 | +1.1% | 16,450 | +2.7% | 1.19% | +5.9% |
Q2 2023 | $1,182,955 | +117140.3% | 16,018 | +3.4% | 1.12% | +4.8% |
Q1 2023 | $1,009 | +24.1% | 15,484 | +5.8% | 1.07% | +15.4% |
Q4 2022 | $813 | -99.9% | 14,632 | +0.5% | 0.93% | -8.8% |
Q3 2022 | $812,000 | -4.7% | 14,556 | -0.9% | 1.02% | +1.1% |
Q2 2022 | $852,000 | -21.2% | 14,685 | +1.7% | 1.01% | -5.1% |
Q1 2022 | $1,081,000 | -10.0% | 14,442 | +97.0% | 1.06% | -4.5% |
Q4 2021 | $1,201,000 | – | 7,332 | – | 1.11% | – |
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% |