SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 809 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,802 | -75.9% | 458 | -74.8% | 0.00% | -66.7% |
| Q2 2023 | $136,034 | -29.7% | 1,815 | -38.9% | 0.00% | -25.0% |
| Q1 2023 | $193,555 | -22.5% | 2,970 | -33.9% | 0.00% | -20.0% |
| Q4 2022 | $249,742 | +16.7% | 4,495 | +17.3% | 0.01% | +25.0% |
| Q3 2022 | $214,000 | -7.8% | 3,831 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $232,000 | -1.7% | 3,997 | +26.5% | 0.00% | 0.0% |
| Q1 2022 | $236,000 | -8.9% | 3,160 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $259,000 | +10.7% | 1,580 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $234,000 | – | 1,580 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,513,687 | $248,453,000 | 22.75% |
| Marquette Asset Management, LLC | 844,050 | $59,683,000 | 22.10% |
| Financial Engines Advisors L.L.C. | 9,210,328 | $651,313,000 | 18.71% |
| TOTAL INVESTMENT MANAGEMENT INC | 675,455 | $47,761,000 | 14.08% |
| Newport Wealth Strategies, Inc. | 200,783 | $15,213,000 | 10.89% |
| Invst, LLC | 207,730 | $14,689,000 | 10.81% |
| Denver PWM, LLC | 184,344 | $13,560,000 | 10.24% |
| Harborview Advisors, LLC | 141,341 | $9,994,000 | 9.56% |
| B & T Capital Management DBA Alpha Capital Management | 278,553 | $19,696,000 | 9.29% |
| Spectrum Asset Management, Inc. (NB/CA) | 169,872 | $12,012,000 | 9.18% |