SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $128,000 | +73.0% | 1,370 | +28.3% | 0.00% | – |
| Q4 2018 | $74,000 | +196.0% | 1,068 | +200.8% | 0.00% | – |
| Q1 2018 | $25,000 | -39.0% | 355 | -52.3% | 0.00% | – |
| Q4 2017 | $41,000 | -6.8% | 745 | +12.9% | 0.00% | – |
| Q3 2017 | $44,000 | -21.4% | 660 | -26.3% | 0.00% | – |
| Q2 2017 | $56,000 | +33.3% | 895 | +20.1% | 0.00% | – |
| Q1 2017 | $42,000 | -16.0% | 745 | -17.7% | 0.00% | – |
| Q3 2016 | $50,000 | +6.4% | 905 | 0.0% | 0.00% | – |
| Q2 2016 | $47,000 | -89.5% | 905 | -89.4% | 0.00% | -100.0% |
| Q1 2016 | $447,000 | -93.9% | 8,545 | -93.9% | 0.00% | -93.0% |
| Q4 2015 | $7,384,000 | +0.3% | 139,786 | -5.1% | 0.04% | -6.5% |
| Q3 2015 | $7,360,000 | -10.6% | 147,270 | -4.0% | 0.05% | -6.1% |
| Q2 2015 | $8,234,000 | -2.9% | 153,418 | -2.5% | 0.05% | -3.9% |
| Q1 2015 | $8,479,000 | -6.5% | 157,400 | -10.1% | 0.05% | -10.5% |
| Q4 2014 | $9,069,000 | – | 175,106 | – | 0.06% | – |
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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% |