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 | $50,916 | +7981.9% | 676,166 | +6896.8% | 0.50% | +13.6% |
Q1 2023 | $630 | +18.2% | 9,664 | +0.8% | 0.44% | +26.4% |
Q4 2022 | $533 | -99.9% | 9,588 | +0.5% | 0.35% | -18.7% |
Q3 2022 | $532,000 | -11.0% | 9,540 | -7.5% | 0.43% | -7.8% |
Q2 2022 | $598,000 | -22.1% | 10,317 | +0.5% | 0.46% | -25.4% |
Q1 2022 | $768,000 | -4.5% | 10,270 | +109.1% | 0.62% | -21.7% |
Q4 2021 | $804,000 | – | 4,911 | – | 0.79% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |