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 | $1,465,325 | +0.8% | 19,411 | +0.1% | 0.58% | -6.6% |
| Q2 2023 | $1,453,468 | +15.1% | 19,393 | +0.1% | 0.62% | +2.8% |
| Q1 2023 | $1,262,541 | +17.6% | 19,373 | +0.2% | 0.61% | 0.0% |
| Q4 2022 | $1,073,779 | +32.6% | 19,326 | +33.2% | 0.61% | +9.9% |
| Q3 2022 | $810,000 | -3.6% | 14,509 | +0.1% | 0.55% | -2.6% |
| Q2 2022 | $840,000 | +31.7% | 14,494 | +70.0% | 0.57% | +51.5% |
| Q1 2022 | $638,000 | +134.6% | 8,526 | +413.6% | 0.38% | +125.9% |
| Q4 2021 | $272,000 | – | 1,660 | – | 0.17% | – |
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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% |