SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $857,005 | -3.0% | 11,785 | 0.0% | 0.11% | +0.9% |
Q2 2023 | $883,286 | +15.0% | 11,785 | 0.0% | 0.11% | +7.8% |
Q1 2023 | $768,028 | +17.3% | 11,785 | 0.0% | 0.10% | +10.9% |
Q4 2022 | $654,775 | -0.5% | 11,785 | 0.0% | 0.09% | -14.0% |
Q3 2022 | $658,000 | -3.7% | 11,785 | 0.0% | 0.11% | +0.9% |
Q2 2022 | $683,000 | -17.3% | 11,785 | +6.8% | 0.11% | -8.6% |
Q1 2022 | $826,000 | +0.6% | 11,035 | +120.0% | 0.12% | 0.0% |
Q4 2021 | $821,000 | +15.6% | 5,015 | +4.6% | 0.12% | +4.5% |
Q3 2021 | $710,000 | +1.4% | 4,795 | 0.0% | 0.11% | +0.9% |
Q2 2021 | $700,000 | +15.5% | 4,795 | +2.7% | 0.11% | +11.1% |
Q1 2021 | $606,000 | +1.0% | 4,670 | 0.0% | 0.10% | -7.5% |
Q4 2020 | $600,000 | +11.5% | 4,670 | 0.0% | 0.11% | +5.9% |
Q3 2020 | $538,000 | +89.4% | 4,670 | +66.8% | 0.10% | +74.1% |
Q2 2020 | $284,000 | – | 2,800 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Avantax Planning Partners, Inc. | 3,513,687 | $248,453,000 | 22.75% |
Marquette Asset Management, LLC | 844,050 | $59,683,000 | 22.10% |
Financial Engines Advisors L.L.C. | 9,210,328 | $651,313,000 | 18.71% |
TOTAL INVESTMENT MANAGEMENT INC | 675,455 | $47,761,000 | 14.08% |
Newport Wealth Strategies, Inc. | 200,783 | $15,213,000 | 10.89% |
Invst, LLC | 207,730 | $14,689,000 | 10.81% |
Denver PWM, LLC | 184,344 | $13,560,000 | 10.24% |
Harborview Advisors, LLC | 141,341 | $9,994,000 | 9.56% |
B & T Capital Management DBA Alpha Capital Management | 278,553 | $19,696,000 | 9.29% |
Spectrum Asset Management, Inc. (NB/CA) | 169,872 | $12,012,000 | 9.18% |