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 2023 | $169,365 | -3.0% | 2,329 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $174,559 | -45.3% | 2,329 | -52.5% | 0.00% | 0.0% |
| Q1 2023 | $319,398 | +10.9% | 4,901 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $288,079 | +0.7% | 5,185 | +1.3% | 0.00% | 0.0% |
| Q3 2022 | $286,000 | +12.6% | 5,117 | +16.8% | 0.00% | 0.0% |
| Q2 2022 | $254,000 | -23.3% | 4,382 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $331,000 | +3.8% | 4,422 | +127.2% | 0.00% | 0.0% |
| Q4 2021 | $319,000 | +159.3% | 1,946 | +133.6% | 0.00% | 0.0% |
| Q3 2021 | $123,000 | +0.8% | 833 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $122,000 | -34.1% | 833 | -41.5% | 0.00% | 0.0% |
| Q1 2021 | $185,000 | +1.1% | 1,424 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $183,000 | -12.4% | 1,424 | -21.6% | 0.00% | 0.0% |
| Q3 2020 | $209,000 | +13.6% | 1,817 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $184,000 | +53.3% | 1,817 | +20.9% | 0.00% | 0.0% |
| Q1 2020 | $120,000 | -14.3% | 1,503 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $140,000 | +1300.0% | 1,503 | +1163.0% | 0.00% | – |
| Q3 2019 | $10,000 | -50.0% | 119 | -51.6% | 0.00% | – |
| Q2 2019 | $20,000 | 0.0% | 246 | 0.0% | 0.00% | – |
| Q1 2019 | $20,000 | -88.2% | 246 | -90.0% | 0.00% | -100.0% |
| Q4 2018 | $170,000 | -16.3% | 2,472 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $203,000 | +782.6% | 2,472 | +713.2% | 0.00% | – |
| Q2 2018 | $23,000 | +4.5% | 304 | 0.0% | 0.00% | – |
| Q1 2018 | $22,000 | +1000.0% | 304 | +1025.9% | 0.00% | – |
| Q4 2017 | $2,000 | -94.9% | 27 | -95.4% | 0.00% | – |
| Q3 2017 | $39,000 | +5.4% | 593 | 0.0% | 0.00% | – |
| Q2 2017 | $37,000 | +105.6% | 593 | +77.0% | 0.00% | – |
| Q1 2016 | $18,000 | – | 335 | – | 0.00% | – |
Download | ||||||
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% |