SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,962,738 | +87.7% | 71,004 | +95.1% | 0.17% | +93.1% |
| Q2 2022 | $2,110,671 | -18.8% | 36,397 | +4.7% | 0.09% | -2.2% |
| Q1 2022 | $2,599,842 | -0.0% | 34,748 | +118.7% | 0.09% | +1.1% |
| Q4 2021 | $2,601,093 | +23.7% | 15,885 | +11.8% | 0.09% | +11.4% |
| Q3 2021 | $2,103,375 | +30.2% | 14,203 | +28.3% | 0.08% | +25.4% |
| Q2 2021 | $1,615,619 | +22.3% | 11,069 | +8.8% | 0.06% | +8.6% |
| Q1 2021 | $1,320,551 | +1936.4% | 10,175 | +1914.9% | 0.06% | +1833.3% |
| Q4 2020 | $64,847 | -92.0% | 505 | -92.9% | 0.00% | -93.6% |
| Q3 2020 | $814,897 | -73.6% | 7,076 | -76.7% | 0.05% | -76.7% |
| Q2 2020 | $3,089,863 | +474.3% | 30,430 | +350.5% | 0.20% | +348.9% |
| Q1 2020 | $538,003 | -24.3% | 6,755 | -11.7% | 0.04% | -11.8% |
| Q4 2019 | $710,386 | +14.8% | 7,646 | +3.8% | 0.05% | 0.0% |
| Q3 2019 | $619,038 | +15.1% | 7,369 | +14.1% | 0.05% | +13.3% |
| Q2 2019 | $537,637 | +32.1% | 6,461 | +26.1% | 0.04% | +18.4% |
| Q1 2019 | $406,857 | +25569.2% | 5,122 | +22169.6% | 0.04% | – |
| Q4 2018 | $1,585 | -99.2% | 23 | -99.1% | 0.00% | -100.0% |
| Q3 2018 | $206,155 | +20.1% | 2,513 | +10.9% | 0.02% | +4.3% |
| Q2 2018 | $171,619 | -1.1% | 2,265 | -6.4% | 0.02% | -11.5% |
| Q1 2018 | $173,516 | -87.6% | 2,420 | -87.8% | 0.03% | -88.3% |
| Q4 2017 | $1,403,384 | – | 19,847 | – | 0.22% | – |
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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% |