SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,464,721 | -4.8% | 33,893 | -1.9% | 1.38% | -3.8% |
| Q2 2023 | $2,588,688 | +27.4% | 34,539 | +10.7% | 1.44% | +16.7% |
| Q1 2023 | $2,032,691 | -2.5% | 31,191 | -16.9% | 1.23% | -5.2% |
| Q4 2022 | $2,085,016 | +0.5% | 37,527 | +0.9% | 1.30% | -7.5% |
| Q3 2022 | $2,075,397 | +1.5% | 37,187 | +5.4% | 1.40% | +5.3% |
| Q2 2022 | $2,045,506 | -11.1% | 35,273 | +14.7% | 1.33% | +1.5% |
| Q1 2022 | $2,300,948 | +115.5% | 30,753 | +371.6% | 1.31% | +128.9% |
| Q4 2021 | $1,067,788 | – | 6,521 | – | 0.57% | – |
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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% |