SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,307 | -39.2% | 6,247 | -37.4% | 0.00% | – |
| Q2 2023 | $747,789 | +109.1% | 9,977 | +81.9% | 0.00% | – |
| Q1 2023 | $357,542 | +72.7% | 5,486 | +47.9% | 0.00% | – |
| Q3 2022 | $207,000 | -5.9% | 3,710 | +150.2% | 0.00% | – |
| Q3 2021 | $220,000 | -38.9% | 1,483 | -39.9% | 0.00% | – |
| Q2 2021 | $360,000 | +78.2% | 2,467 | +57.0% | 0.00% | – |
| Q4 2020 | $202,000 | -30.8% | 1,571 | -45.3% | 0.00% | – |
| Q2 2020 | $292,000 | +23.2% | 2,871 | -3.6% | 0.00% | – |
| Q1 2020 | $237,000 | -26.4% | 2,977 | -26.5% | 0.00% | – |
| Q1 2019 | $322,000 | – | 4,052 | – | 0.00% | – |
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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% |