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 | $2,995,919 | -6.5% | 41,198 | -3.6% | 2.18% | -7.4% |
| Q2 2023 | $3,203,288 | +8.0% | 42,739 | -6.1% | 2.35% | +5.6% |
| Q1 2023 | $2,967,125 | -7.7% | 45,529 | -21.3% | 2.23% | -15.1% |
| Q4 2022 | $3,214,202 | +95.3% | 57,851 | +96.2% | 2.62% | +75.7% |
| Q3 2022 | $1,646,000 | -9.6% | 29,484 | +0.7% | 1.49% | -3.9% |
| Q2 2022 | $1,820,000 | -99.9% | 29,266 | +47.5% | 1.55% | +31.2% |
| Q1 2022 | $1,484,504,000 | +152313.1% | 19,841 | +185.5% | 1.18% | +41.3% |
| Q4 2021 | $974,000 | – | 6,949 | – | 0.84% | – |
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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% |