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 | $12,030 | -2.9% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,385 | -95.5% | 165 | -96.1% | 0.00% | -95.8% |
| Q1 2023 | $277,465 | +115030.7% | 4,257 | -2.0% | 0.02% | +9.1% |
| Q4 2022 | $241 | -98.3% | 4,344 | +1596.9% | 0.02% | +2100.0% |
| Q3 2022 | $14,000 | -6.7% | 256 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -21.1% | 256 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $19,000 | +280.0% | 256 | +422.4% | 0.00% | +100.0% |
| Q2 2020 | $5,000 | +25.0% | 49 | -7.5% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -33.3% | 53 | -37.6% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | +20.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | – | 85 | – | 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% |