SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,562 | -3.0% | 324 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,284 | +15.0% | 324 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,116 | +17.3% | 324 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,001 | -85.7% | 324 | -85.7% | 0.00% | -75.0% |
| Q3 2022 | $126,000 | -26.7% | 2,266 | -23.6% | 0.00% | -33.3% |
| Q2 2022 | $172,000 | +6.2% | 2,967 | +37.0% | 0.01% | +20.0% |
| Q1 2022 | $162,000 | -9.0% | 2,166 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $178,000 | +641.7% | 1,083 | +568.5% | 0.01% | +400.0% |
| Q3 2021 | $24,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +14.3% | 162 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +10.5% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +18.8% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | -63.6% | 162 | -70.4% | 0.00% | -66.7% |
| Q1 2020 | $44,000 | -13.7% | 547 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $51,000 | +264.3% | 547 | +237.7% | 0.00% | +200.0% |
| Q3 2019 | $14,000 | -12.5% | 162 | -11.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +23.1% | 182 | +12.3% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -15.4% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | -66.7% | 162 | -67.7% | 0.00% | -50.0% |
| Q1 2018 | $36,000 | +2.9% | 502 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | -10.3% | 502 | -15.3% | 0.00% | -33.3% |
| Q3 2017 | $39,000 | +5.4% | 593 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $37,000 | +2.8% | 593 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $36,000 | – | 593 | – | 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% |