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 | $630,628 | -3.0% | 8,672 | 0.0% | 0.28% | -22.4% |
| Q2 2023 | $649,966 | +13.3% | 8,672 | -1.5% | 0.37% | -1.3% |
| Q1 2023 | $573,626 | +117205.9% | 8,802 | 0.0% | 0.37% | +26.2% |
| Q4 2022 | $489 | -99.9% | 8,802 | -33.2% | 0.29% | -38.9% |
| Q3 2022 | $735,000 | -3.8% | 13,176 | 0.0% | 0.48% | -3.6% |
| Q2 2022 | $764,000 | -22.5% | 13,176 | 0.0% | 0.50% | -13.7% |
| Q1 2022 | $986,000 | -23.6% | 13,176 | +67.1% | 0.58% | -22.5% |
| Q4 2021 | $1,291,000 | – | 7,883 | – | 0.75% | – |
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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% |