SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,045,568 | +2.6% | 14,378 | +5.8% | 0.12% | +5.4% |
| Q2 2023 | $1,018,720 | +31.7% | 13,592 | +14.5% | 0.11% | +24.7% |
| Q1 2023 | $773,438 | +20.7% | 11,868 | +2.9% | 0.09% | +6.0% |
| Q4 2022 | $640,773 | -2.0% | 11,533 | -1.6% | 0.08% | -10.6% |
| Q3 2022 | $654,000 | -6.7% | 11,726 | -3.0% | 0.09% | -2.1% |
| Q2 2022 | $701,000 | -29.5% | 12,091 | +99.3% | 0.10% | -11.1% |
| Q4 2021 | $994,000 | +227.0% | 6,067 | +66.3% | 0.11% | +31.7% |
| Q2 2019 | $304,000 | -15.3% | 3,649 | -16.8% | 0.08% | -33.9% |
| Q3 2018 | $359,000 | – | 4,387 | – | 0.12% | – |
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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% |