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 | $106,971 | +7036.2% | 1,471 | +7255.0% | 0.00% | – |
| Q2 2023 | $1,499 | +37375.0% | 20 | -67.7% | 0.00% | – |
| Q1 2023 | $4 | -99.1% | 62 | -99.2% | 0.00% | -100.0% |
| Q4 2022 | $450 | -55.0% | 8,090 | +33608.3% | 0.02% | – |
| Q3 2022 | $1,000 | 0.0% | 24 | +4.3% | 0.00% | – |
| Q2 2022 | $1,000 | -97.9% | 23 | -96.3% | 0.00% | – |
| Q1 2022 | $47,000 | -97.0% | 627 | -93.4% | 0.00% | -100.0% |
| Q4 2021 | $1,548,000 | +3.6% | 9,454 | -6.3% | 0.03% | -28.9% |
| Q3 2021 | $1,494,000 | +6395.7% | 10,086 | +6283.5% | 0.04% | +3700.0% |
| Q2 2021 | $23,000 | -81.7% | 158 | -83.7% | 0.00% | -50.0% |
| Q1 2021 | $126,000 | +869.2% | 969 | +859.4% | 0.00% | – |
| Q4 2020 | $13,000 | – | 101 | +10000.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $1,399,000 | +885.2% | 13,783 | +673.5% | 0.06% | +533.3% |
| Q1 2020 | $142,000 | -48.7% | 1,782 | -40.2% | 0.01% | -60.9% |
| Q4 2019 | $277,000 | -70.2% | 2,982 | -73.1% | 0.02% | -64.1% |
| Q3 2019 | $931,000 | +189.1% | 11,082 | +186.0% | 0.06% | +190.9% |
| Q2 2019 | $322,000 | -20.9% | 3,875 | -24.3% | 0.02% | -12.0% |
| Q1 2019 | $407,000 | -7.9% | 5,121 | -20.1% | 0.02% | -21.9% |
| Q4 2018 | $442,000 | -16.4% | 6,406 | -0.7% | 0.03% | -17.9% |
| Q3 2018 | $529,000 | -57.6% | 6,451 | -60.8% | 0.04% | -44.3% |
| Q2 2018 | $1,247,000 | -32.0% | 16,451 | -35.6% | 0.07% | -55.4% |
| Q1 2018 | $1,833,000 | +126.3% | 25,561 | +123.0% | 0.16% | +51.0% |
| Q4 2017 | $810,000 | -54.5% | 11,461 | -57.5% | 0.10% | -29.3% |
| Q3 2017 | $1,780,000 | +6.8% | 26,945 | +2.2% | 0.15% | -22.2% |
| Q2 2017 | $1,666,000 | +155.9% | 26,358 | +144.9% | 0.19% | +190.8% |
| Q1 2017 | $651,000 | -73.7% | 10,761 | -75.7% | 0.06% | -75.8% |
| Q4 2016 | $2,476,000 | +482.6% | 44,355 | +479.1% | 0.27% | +540.5% |
| Q3 2016 | $425,000 | +312.6% | 7,659 | +289.0% | 0.04% | +180.0% |
| Q1 2016 | $103,000 | -94.4% | 1,969 | -94.4% | 0.02% | -95.0% |
| Q4 2015 | $1,855,000 | -16.5% | 35,122 | -21.0% | 0.30% | +39.4% |
| Q3 2015 | $2,221,000 | -6.6% | 44,447 | +0.8% | 0.22% | -26.5% |
| Q1 2015 | $2,377,000 | +23670.0% | 44,115 | +22180.3% | 0.29% | +29300.0% |
| Q4 2014 | $10,000 | – | 198 | – | 0.00% | – |
Download | ||||||
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% |