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 | $282,663 | -29.0% | 3,887 | -45.7% | 0.41% | +168.2% |
Q4 2022 | $398,034 | +96.1% | 7,164 | +96.5% | 0.15% | +32.8% |
Q3 2022 | $203,000 | -49.9% | 3,646 | -32.8% | 0.12% | -3.3% |
Q1 2022 | $405,000 | -32.2% | 5,425 | +48.7% | 0.12% | -24.5% |
Q4 2021 | $597,000 | +17.5% | 3,648 | +6.3% | 0.16% | +43.2% |
Q3 2021 | $508,000 | -2.1% | 3,431 | -3.2% | 0.11% | +12.1% |
Q2 2021 | $519,000 | -11.6% | 3,544 | -21.6% | 0.10% | -13.2% |
Q1 2021 | $587,000 | -10.0% | 4,522 | -10.9% | 0.11% | -1.7% |
Q4 2020 | $652,000 | +18.8% | 5,074 | +6.5% | 0.12% | +2.7% |
Q3 2020 | $549,000 | +48.4% | 4,765 | +30.7% | 0.11% | +39.5% |
Q2 2020 | $370,000 | +76.2% | 3,647 | +61.5% | 0.08% | +92.9% |
Q4 2019 | $210,000 | +3.4% | 2,258 | -6.3% | 0.04% | -6.7% |
Q3 2019 | $203,000 | +1.0% | 2,411 | -0.0% | 0.04% | -21.1% |
Q2 2019 | $201,000 | – | 2,412 | – | 0.06% | – |
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% |