Avantax Planning Partners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,906,553
-3.7%
37,7610.0%0.08%
+1.3%
Q2 2023$1,979,809
-4.0%
37,761
-1.9%
0.08%
-6.0%
Q1 2023$2,062,591
+3.9%
38,474
+0.4%
0.08%
+6.3%
Q4 2022$1,984,230
+8.1%
38,313
+8.2%
0.08%
-4.8%
Q3 2022$1,835,000
-6.5%
35,424
+0.7%
0.08%
-1.2%
Q2 2022$1,963,000
-8.1%
35,1870.0%0.08%
-1.2%
Q1 2022$2,136,000
-1.0%
35,187
+2.5%
0.08%
-4.5%
Q4 2021$2,158,00034,3190.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 32,290,969$2,030,779,00095.48%
NinePointTwo Capital LLC 2,368,378$148,947,00047.97%
Joseph Group Capital Management 252,975$15,910,00015.30%
Carolina Wealth Advisors, LLC 342,484$21,539,00012.17%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 230,798$14,518,00010.58%
RE Dickinson Investment Advisors, LLC 219,717$13,818,00010.48%
AllGen Financial Advisors, Inc. 209,304$13,163,1549.76%
Charles Schwab Investment Advisory, Inc. 97,963,022$6,160,894,0009.66%
SVB Investment Services Inc. 223,080$14,490,0009.63%
LOWERY THOMAS, LLC 215,829$13,573,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders