SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $39,705 | -53.6% | 546 | -52.1% | 0.00% | – |
Q2 2023 | $85,518 | +5.1% | 1,141 | -8.6% | 0.00% | – |
Q1 2023 | $81,332 | +108.2% | 1,248 | +77.5% | 0.00% | – |
Q4 2022 | $39,059 | +388.2% | 703 | +381.5% | 0.00% | – |
Q3 2022 | $8,000 | -96.6% | 146 | -96.4% | 0.00% | – |
Q2 2022 | $233,000 | +1270.6% | 4,026 | +1689.3% | 0.00% | – |
Q1 2022 | $17,000 | -80.5% | 225 | -57.9% | 0.00% | – |
Q4 2021 | $87,000 | +222.2% | 534 | +190.2% | 0.00% | – |
Q3 2021 | $27,000 | -46.0% | 184 | -46.2% | 0.00% | – |
Q2 2021 | $50,000 | +16.3% | 342 | +2.7% | 0.00% | – |
Q1 2021 | $43,000 | -48.8% | 333 | -48.8% | 0.00% | – |
Q4 2020 | $84,000 | +33.3% | 651 | +19.9% | 0.00% | – |
Q3 2020 | $63,000 | +26.0% | 543 | +9.9% | 0.00% | – |
Q2 2020 | $50,000 | -74.4% | 494 | -79.8% | 0.00% | – |
Q1 2020 | $195,000 | +20.4% | 2,443 | +40.0% | 0.00% | – |
Q4 2019 | $162,000 | +285.7% | 1,745 | +251.8% | 0.00% | – |
Q3 2019 | $42,000 | -37.3% | 496 | -38.2% | 0.00% | – |
Q2 2019 | $67,000 | +252.6% | 802 | +227.3% | 0.00% | – |
Q1 2019 | $19,000 | -36.7% | 245 | -43.0% | 0.00% | – |
Q4 2018 | $30,000 | -70.3% | 430 | -65.2% | 0.00% | – |
Q3 2018 | $101,000 | +573.3% | 1,237 | +515.4% | 0.00% | – |
Q2 2018 | $15,000 | +7.1% | 201 | 0.0% | 0.00% | – |
Q1 2018 | $14,000 | -22.2% | 201 | -19.0% | 0.00% | – |
Q4 2017 | $18,000 | +12.5% | 248 | +0.4% | 0.00% | – |
Q3 2017 | $16,000 | 0.0% | 247 | +0.4% | 0.00% | – |
Q2 2017 | $16,000 | -40.7% | 246 | -44.7% | 0.00% | – |
Q1 2017 | $27,000 | +22.7% | 445 | +12.1% | 0.00% | – |
Q4 2016 | $22,000 | 0.0% | 397 | +0.3% | 0.00% | – |
Q3 2016 | $22,000 | +4.8% | 396 | 0.0% | 0.00% | – |
Q2 2016 | $21,000 | 0.0% | 396 | +0.5% | 0.00% | – |
Q1 2016 | $21,000 | 0.0% | 394 | +0.3% | 0.00% | – |
Q4 2015 | $21,000 | -63.2% | 393 | -65.3% | 0.00% | – |
Q3 2015 | $57,000 | +171.4% | 1,133 | +189.8% | 0.00% | – |
Q2 2015 | $21,000 | -43.2% | 391 | -45.4% | 0.00% | – |
Q4 2014 | $37,000 | +825.0% | 716 | +678.3% | 0.00% | – |
Q2 2014 | $4,000 | -99.8% | 92 | -99.8% | 0.00% | -100.0% |
Q1 2014 | $2,300,000 | – | 50,000 | – | 0.00% | – |
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% |