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 | $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% | – |
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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% |