SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,081,494 | -1.7% | 14,872 | +1.4% | 0.04% | -5.3% |
Q2 2023 | $1,099,669 | +15.0% | 14,672 | 0.0% | 0.04% | +11.8% |
Q1 2023 | $956,176 | +17.3% | 14,672 | 0.0% | 0.03% | +9.7% |
Q4 2022 | $815,178 | -0.5% | 14,672 | 0.0% | 0.03% | -8.8% |
Q3 2022 | $819,000 | -3.8% | 14,672 | 0.0% | 0.03% | +3.0% |
Q2 2022 | $851,000 | -22.5% | 14,672 | 0.0% | 0.03% | -10.8% |
Q1 2022 | $1,098,000 | -8.6% | 14,672 | +100.0% | 0.04% | -2.6% |
Q4 2021 | $1,201,000 | +10.5% | 7,336 | -0.1% | 0.04% | +2.7% |
Q3 2021 | $1,087,000 | +1.4% | 7,343 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $1,072,000 | +12.5% | 7,343 | 0.0% | 0.04% | +5.7% |
Q1 2021 | $953,000 | -26.5% | 7,343 | -27.3% | 0.04% | -40.7% |
Q4 2020 | $1,297,000 | +13.8% | 10,098 | +2.0% | 0.06% | 0.0% |
Q3 2020 | $1,140,000 | +13.4% | 9,897 | 0.0% | 0.06% | +5.4% |
Q2 2020 | $1,005,000 | +27.5% | 9,897 | 0.0% | 0.06% | 0.0% |
Q1 2020 | $788,000 | +6.3% | 9,897 | +24.0% | 0.06% | +33.3% |
Q4 2019 | $741,000 | +10.6% | 7,980 | 0.0% | 0.04% | +2.4% |
Q3 2019 | $670,000 | -5.8% | 7,980 | -6.5% | 0.04% | -4.7% |
Q2 2019 | $711,000 | +4.9% | 8,539 | 0.0% | 0.04% | +2.4% |
Q1 2019 | $678,000 | +96.0% | 8,539 | +70.1% | 0.04% | +82.6% |
Q4 2018 | $346,000 | -16.0% | 5,020 | 0.0% | 0.02% | -4.2% |
Q3 2018 | $412,000 | +6.7% | 5,020 | -1.6% | 0.02% | +4.3% |
Q2 2018 | $386,000 | +5.5% | 5,100 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $366,000 | +1.4% | 5,100 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $361,000 | +7.1% | 5,100 | 0.0% | 0.02% | -11.5% |
Q3 2017 | $337,000 | +4.3% | 5,100 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $323,000 | +5.2% | 5,100 | +0.4% | 0.03% | +4.0% |
Q1 2017 | $307,000 | +8.1% | 5,080 | 0.0% | 0.02% | -3.8% |
Q4 2016 | $284,000 | – | 5,080 | – | 0.03% | – |
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% |