SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,220,872 | +40.8% | 99,297 | +45.1% | 0.36% | +42.5% |
| Q2 2023 | $5,129,470 | +18.0% | 68,439 | +2.6% | 0.25% | +7.2% |
| Q1 2023 | $4,346,259 | +23.6% | 66,691 | +5.3% | 0.24% | +10.2% |
| Q4 2022 | $3,517,352 | +11.6% | 63,307 | +16.5% | 0.22% | +0.9% |
| Q3 2022 | $3,151,000 | 0.0% | 54,333 | 0.0% | 0.21% | 0.0% |
| Q2 2022 | $3,151,000 | -24.9% | 54,333 | +112.0% | 0.21% | -14.8% |
| Q4 2021 | $4,197,000 | -91.6% | 25,628 | -92.4% | 0.25% | -84.3% |
| Q3 2021 | $49,726,000 | +13.0% | 335,783 | +11.3% | 1.59% | +13.1% |
| Q2 2021 | $44,021,000 | +22.8% | 301,598 | +9.2% | 1.40% | +8.8% |
| Q1 2021 | $35,839,000 | – | 276,151 | – | 1.29% | – |
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% |