SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $90 | -3.2% | 1,244 | 0.0% | 0.06% | -1.5% |
Q2 2023 | $93 | +14.8% | 1,244 | 0.0% | 0.07% | +13.8% |
Q1 2023 | $81 | +17.4% | 1,244 | 0.0% | 0.06% | +7.4% |
Q4 2022 | $69 | -99.9% | 1,244 | 0.0% | 0.05% | -10.0% |
Q3 2022 | $69,000 | -61.0% | 1,244 | -58.9% | 0.06% | -58.6% |
Q2 2022 | $177,000 | +7.3% | 3,024 | +36.8% | 0.14% | +18.9% |
Q1 2022 | $165,000 | – | 2,211 | – | 0.12% | – |
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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% |