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 | $2,736,067 | +3.5% | 37,625 | +6.7% | 1.92% | +8.3% |
| Q2 2023 | $2,643,362 | +16.3% | 35,268 | +1.2% | 1.77% | +15.8% |
| Q1 2023 | $2,272,078 | -17.6% | 34,864 | -29.7% | 1.53% | -17.8% |
| Q4 2022 | $2,756,562 | -12.5% | 49,614 | -12.1% | 1.86% | -14.2% |
| Q3 2022 | $3,151,000 | +0.7% | 56,463 | +4.6% | 2.17% | +0.9% |
| Q2 2022 | $3,130,000 | -20.8% | 53,982 | +2.2% | 2.15% | -5.4% |
| Q1 2022 | $3,952,000 | +13.1% | 52,814 | +147.4% | 2.27% | +10.6% |
| Q4 2021 | $3,495,000 | – | 21,344 | – | 2.06% | – |
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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% |