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. | 3,647,160 | $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% |