SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,677,189 | -0.9% | 133,052 | +2.1% | 6.25% | +2.6% |
| Q2 2023 | $9,767,500 | +18.4% | 130,297 | +3.0% | 6.09% | +14.3% |
| Q1 2023 | $8,247,411 | +18.9% | 126,529 | +1.3% | 5.33% | +13.0% |
| Q4 2022 | $6,938,850 | +3.2% | 124,867 | +3.6% | 4.71% | -5.5% |
| Q3 2022 | $6,723,000 | -4.3% | 120,530 | -0.5% | 4.99% | +0.2% |
| Q2 2022 | $7,025,000 | -22.0% | 121,180 | +0.7% | 4.98% | -14.2% |
| Q1 2022 | $9,011,000 | -8.9% | 120,389 | +99.3% | 5.81% | -11.0% |
| Q4 2021 | $9,887,000 | – | 60,402 | – | 6.53% | – |
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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% |