Avantax Planning Partners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2018$9,0000.0%227
+0.4%
0.00%0.0%
Q1 2018$9,000
-98.5%
226
-98.4%
0.00%
-98.1%
Q4 2017$592,000
+1.2%
14,234
+0.1%
0.05%
+17.4%
Q3 2017$585,0000.0%14,218
+0.1%
0.05%
-6.1%
Q2 2017$585,00014,1990.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 269,875$11,275,00011.20%
Fund Evaluation Group, LLC 1,633,682$68,255,00010.86%
HAYS ADVISORY LLC 301,443$12,594,0006.96%
Q3 Asset Management 143,943$6,007,0006.59%
MONEYWISE, INC. 183,016$7,646,0006.54%
Whitnell & Co. 350,288$14,635,0006.09%
Financial Engines Advisors L.L.C. 6,093,935$254,612,0006.05%
Brand Asset Management Group, Inc. 189,301$7,909,0006.04%
Moisand Fitzgerald Tamayo, LLC 222,165$9,282,0005.40%
Northwest Quadrant Wealth Management, LLC 164,078$6,855,0004.58%
View complete list of SCHWAB STRATEGIC TR shareholders