SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,803,191 | +1138.2% | 24,796 | +1176.2% | 0.32% | +966.7% |
| Q2 2023 | $145,628 | +15.0% | 1,943 | 0.0% | 0.03% | +7.1% |
| Q1 2023 | $126,625 | +9.7% | 1,943 | -6.5% | 0.03% | +3.7% |
| Q4 2022 | $115,398 | +2.1% | 2,077 | +2.6% | 0.03% | -50.9% |
| Q3 2022 | $113,000 | 0.0% | 2,025 | +4.2% | 0.06% | +3.8% |
| Q2 2022 | $113,000 | -64.1% | 1,943 | -53.9% | 0.05% | -60.7% |
| Q1 2022 | $315,000 | -6.2% | 4,216 | +105.3% | 0.14% | +3.1% |
| Q4 2021 | $336,000 | +10.5% | 2,054 | 0.0% | 0.13% | -26.4% |
| Q3 2021 | $304,000 | +1.3% | 2,054 | 0.0% | 0.18% | +4.1% |
| Q2 2021 | $300,000 | +12.4% | 2,054 | 0.0% | 0.17% | +11.0% |
| Q1 2021 | $267,000 | -2.2% | 2,054 | -3.3% | 0.15% | -23.0% |
| Q4 2020 | $273,000 | – | 2,123 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |