SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $844,774 | +311.3% | 11,201 | +309.2% | 0.00% | – |
Q2 2023 | $205,383 | +1.7% | 2,737 | -24.2% | 0.00% | – |
Q4 2022 | $202,043 | +39.3% | 3,610 | +50.8% | 0.00% | – |
Q3 2022 | $145,000 | 0.0% | 2,394 | +0.1% | 0.00% | – |
Q2 2022 | $145,000 | -39.6% | 2,392 | -24.0% | 0.00% | – |
Q1 2022 | $240,000 | +3.4% | 3,149 | +125.9% | 0.00% | – |
Q4 2021 | $232,000 | +13.7% | 1,394 | +2.1% | 0.00% | – |
Q3 2021 | $204,000 | +5.7% | 1,365 | +3.4% | 0.00% | – |
Q2 2021 | $193,000 | +10.3% | 1,320 | +3.2% | 0.00% | – |
Q1 2021 | $175,000 | -42.8% | 1,279 | -46.1% | 0.00% | – |
Q4 2020 | $306,000 | +30.2% | 2,375 | +16.2% | 0.00% | – |
Q3 2020 | $235,000 | +52.6% | 2,044 | +40.7% | 0.00% | – |
Q2 2020 | $154,000 | +26.2% | 1,453 | -8.1% | 0.00% | – |
Q1 2020 | $122,000 | +125.9% | 1,581 | +172.1% | 0.00% | – |
Q4 2019 | $54,000 | +10.2% | 581 | +0.3% | 0.00% | – |
Q3 2019 | $49,000 | +2.1% | 579 | +0.2% | 0.00% | – |
Q2 2019 | $48,000 | +200.0% | 578 | +189.0% | 0.00% | – |
Q1 2019 | $16,000 | -85.0% | 200 | -87.0% | 0.00% | – |
Q4 2018 | $107,000 | +11.5% | 1,542 | +32.0% | 0.00% | – |
Q3 2018 | $96,000 | -48.1% | 1,168 | -52.2% | 0.00% | – |
Q2 2018 | $185,000 | +5.7% | 2,443 | 0.0% | 0.00% | – |
Q1 2018 | $175,000 | +63.6% | 2,443 | +60.9% | 0.00% | – |
Q4 2017 | $107,000 | +12.6% | 1,518 | +5.2% | 0.00% | – |
Q3 2017 | $95,000 | +4.4% | 1,443 | 0.0% | 0.00% | – |
Q2 2017 | $91,000 | +4.6% | 1,443 | 0.0% | 0.00% | – |
Q1 2017 | $87,000 | +8.8% | 1,443 | 0.0% | 0.00% | – |
Q4 2016 | $80,000 | 0.0% | 1,443 | 0.0% | 0.00% | – |
Q3 2016 | $80,000 | +5.3% | 1,443 | 0.0% | 0.00% | – |
Q2 2016 | $76,000 | 0.0% | 1,443 | 0.0% | 0.00% | – |
Q1 2016 | $76,000 | 0.0% | 1,443 | 0.0% | 0.00% | – |
Q4 2015 | $76,000 | +5.6% | 1,443 | 0.0% | 0.00% | – |
Q3 2015 | $72,000 | -6.5% | 1,443 | 0.0% | 0.00% | – |
Q2 2015 | $77,000 | -9.4% | 1,443 | -9.1% | 0.00% | – |
Q1 2015 | $85,000 | +3.7% | 1,587 | +0.1% | 0.00% | – |
Q4 2014 | $82,000 | -19.6% | 1,586 | -23.2% | 0.00% | – |
Q3 2014 | $102,000 | +2.0% | 2,066 | +0.0% | 0.00% | – |
Q2 2014 | $100,000 | – | 2,065 | – | 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% |