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 | $2,353,437 | -0.5% | 32,363 | +2.5% | 1.70% | -14.8% |
| Q2 2023 | $2,365,497 | +13.9% | 31,561 | -1.0% | 1.99% | +9.2% |
| Q1 2023 | $2,076,642 | +39.2% | 31,865 | +18.6% | 1.82% | +28.6% |
| Q4 2022 | $1,492,000 | +5.7% | 26,858 | +6.2% | 1.42% | -8.0% |
| Q3 2022 | $1,411,000 | +3.1% | 25,286 | +7.1% | 1.54% | +12.2% |
| Q2 2022 | $1,369,000 | -8.9% | 23,616 | +17.5% | 1.37% | -9.4% |
| Q1 2022 | $1,503,000 | +7.5% | 20,092 | +135.3% | 1.52% | +12.7% |
| Q4 2021 | $1,398,000 | – | 8,538 | – | 1.34% | – |
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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% |