SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,631,991 | -2.1% | 91,199 | +0.9% | 0.10% | -2.1% |
| Q2 2023 | $6,773,232 | +31.5% | 90,370 | +14.3% | 0.10% | +18.3% |
| Q1 2023 | $5,151,884 | +6.4% | 79,053 | -9.3% | 0.08% | -2.4% |
| Q4 2022 | $4,843,887 | +13.3% | 87,183 | +13.8% | 0.08% | 0.0% |
| Q3 2022 | $4,274,000 | +31.5% | 76,583 | +36.7% | 0.08% | +35.5% |
| Q2 2022 | $3,249,000 | +7.7% | 56,029 | +38.9% | 0.06% | +26.5% |
| Q1 2022 | $3,018,000 | -6.4% | 40,340 | +104.9% | 0.05% | -3.9% |
| Q4 2021 | $3,225,000 | +0.4% | 19,692 | -9.2% | 0.05% | -7.3% |
| Q3 2021 | $3,212,000 | +9.2% | 21,692 | +7.7% | 0.06% | +7.8% |
| Q2 2021 | $2,941,000 | +16.0% | 20,150 | +3.2% | 0.05% | -5.6% |
| Q1 2021 | $2,535,000 | +115.0% | 19,531 | +112.8% | 0.05% | +100.0% |
| Q4 2020 | $1,179,000 | +98.8% | 9,180 | +78.3% | 0.03% | +80.0% |
| Q3 2020 | $593,000 | -68.0% | 5,150 | -71.8% | 0.02% | -71.7% |
| Q2 2020 | $1,854,000 | +37.4% | 18,255 | +7.8% | 0.05% | +10.4% |
| Q1 2020 | $1,349,000 | +5.1% | 16,940 | +22.7% | 0.05% | +29.7% |
| Q4 2019 | $1,283,000 | – | 13,811 | – | 0.04% | – |
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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% |