SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $751 | +11.9% | 10,025 | -2.6% | 0.10% | +6.6% |
| Q1 2023 | $671 | -99.9% | 10,293 | +109.5% | 0.09% | -5.2% |
| Q4 2021 | $805,000 | -25.7% | 4,913 | -32.8% | 0.10% | -38.5% |
| Q3 2021 | $1,083,000 | +8.1% | 7,311 | +6.5% | 0.16% | +4.7% |
| Q2 2021 | $1,002,000 | -21.4% | 6,868 | -30.0% | 0.15% | -34.9% |
| Q1 2021 | $1,274,000 | +1.0% | 9,818 | +0.0% | 0.23% | -17.3% |
| Q4 2020 | $1,261,000 | +10.9% | 9,817 | -0.6% | 0.28% | -24.3% |
| Q3 2020 | $1,137,000 | +16.5% | 9,873 | +2.7% | 0.37% | -1.1% |
| Q2 2020 | $976,000 | +140.4% | 9,616 | +88.8% | 0.37% | +71.3% |
| Q1 2020 | $406,000 | -8.8% | 5,093 | +6.2% | 0.22% | +19.3% |
| Q4 2019 | $445,000 | +54.0% | 4,794 | +39.2% | 0.18% | 0.0% |
| Q3 2019 | $289,000 | +0.7% | 3,445 | +0.0% | 0.18% | -1.6% |
| Q2 2019 | $287,000 | -3.4% | 3,444 | -7.9% | 0.18% | -18.6% |
| Q1 2019 | $297,000 | +12.5% | 3,739 | -2.0% | 0.23% | -11.4% |
| Q4 2018 | $264,000 | -15.7% | 3,814 | 0.0% | 0.26% | +9.9% |
| Q3 2018 | $313,000 | +8.3% | 3,814 | 0.0% | 0.23% | -6.8% |
| Q2 2018 | $289,000 | +14.7% | 3,814 | +8.5% | 0.25% | +3.3% |
| Q1 2018 | $252,000 | – | 3,514 | – | 0.24% | – |
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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% |