SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,234,384 | +17.1% | 44,477 | +20.7% | 0.00% | – |
| Q2 2023 | $2,761,187 | -45.3% | 36,840 | -52.4% | 0.00% | – |
| Q1 2023 | $5,046,560 | +124.3% | 77,436 | +91.2% | 0.00% | – |
| Q4 2022 | $2,249,810 | +2.4% | 40,493 | +2.8% | 0.00% | – |
| Q3 2022 | $2,197,000 | -5.6% | 39,377 | -1.9% | 0.00% | – |
| Q2 2022 | $2,327,000 | -29.7% | 40,137 | -9.3% | 0.00% | – |
| Q1 2022 | $3,311,000 | -1.0% | 44,255 | +116.7% | 0.00% | – |
| Q4 2021 | $3,344,000 | +18.6% | 20,418 | +7.2% | 0.00% | – |
| Q3 2021 | $2,819,000 | +22.9% | 19,041 | +21.2% | 0.00% | – |
| Q2 2021 | $2,294,000 | +18.1% | 15,713 | +5.0% | 0.00% | – |
| Q1 2021 | $1,942,000 | +3.2% | 14,965 | +2.1% | 0.00% | – |
| Q4 2020 | $1,882,000 | +34.1% | 14,656 | +20.3% | 0.00% | – |
| Q3 2020 | $1,403,000 | +18.4% | 12,182 | +4.4% | 0.00% | – |
| Q2 2020 | $1,185,000 | +3.6% | 11,664 | -18.8% | 0.00% | – |
| Q1 2020 | $1,144,000 | -1.5% | 14,365 | +14.8% | 0.00% | – |
| Q4 2019 | $1,162,000 | +10.9% | 12,511 | +0.3% | 0.00% | – |
| Q3 2019 | $1,048,000 | +9.4% | 12,473 | +8.4% | 0.00% | – |
| Q2 2019 | $958,000 | +8.0% | 11,511 | +3.1% | 0.00% | – |
| Q1 2019 | $887,000 | +59.5% | 11,168 | +38.4% | 0.00% | – |
| Q4 2018 | $556,000 | -23.6% | 8,072 | -9.0% | 0.00% | – |
| Q3 2018 | $728,000 | +36.6% | 8,871 | +26.1% | 0.00% | – |
| Q2 2018 | $533,000 | +42.5% | 7,035 | +34.8% | 0.00% | – |
| Q1 2018 | $374,000 | -3.4% | 5,218 | -4.3% | 0.00% | – |
| Q4 2017 | $387,000 | +6.6% | 5,455 | -0.7% | 0.00% | – |
| Q3 2017 | $363,000 | +19.4% | 5,491 | +14.2% | 0.00% | – |
| Q2 2017 | $304,000 | +32.8% | 4,809 | +27.1% | 0.00% | – |
| Q1 2017 | $229,000 | +9.6% | 3,783 | +1.5% | 0.00% | – |
| Q4 2016 | $209,000 | – | 3,727 | – | 0.00% | – |
Download | ||||||
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% |