SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,588,723 | +858.1% | 200,615 | +887.5% | 0.03% | +900.0% |
| Q2 2023 | $1,522,609 | +96.5% | 20,315 | +46.2% | 0.00% | +50.0% |
| Q3 2022 | $775,000 | -55.6% | 13,900 | +30.4% | 0.00% | -33.3% |
| Q4 2021 | $1,745,000 | +546.3% | 10,660 | +412.5% | 0.00% | +200.0% |
| Q1 2021 | $270,000 | +170.0% | 2,080 | +64.8% | 0.00% | – |
| Q1 2019 | $100,000 | +3.1% | 1,262 | -10.7% | 0.00% | -100.0% |
| Q4 2018 | $97,000 | – | 1,414 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |