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 | $47,810 | -2.9% | 657 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $49,253 | +15.1% | 657 | +0.2% | 0.01% | +16.7% |
Q1 2023 | $42,806 | +17.4% | 656 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $36,475 | -1.4% | 656 | +0.2% | 0.01% | -25.0% |
Q3 2022 | $37,000 | +12.1% | 655 | +13.9% | 0.01% | +33.3% |
Q2 2022 | $33,000 | -23.3% | 575 | +0.2% | 0.01% | -25.0% |
Q1 2022 | $43,000 | -8.5% | 574 | +100.0% | 0.01% | -11.1% |
Q4 2021 | $47,000 | +9.3% | 287 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $43,000 | +2.4% | 287 | +0.3% | 0.01% | 0.0% |
Q2 2021 | $42,000 | +23.5% | 286 | +7.9% | 0.01% | +12.5% |
Q1 2021 | $34,000 | 0.0% | 265 | -0.4% | 0.01% | -11.1% |
Q4 2020 | $34,000 | +17.2% | 266 | +4.3% | 0.01% | 0.0% |
Q3 2020 | $29,000 | +16.0% | 255 | 0.0% | 0.01% | +12.5% |
Q2 2020 | $25,000 | +25.0% | 255 | +4.1% | 0.01% | 0.0% |
Q1 2020 | $20,000 | +42.9% | 245 | +58.1% | 0.01% | +14.3% |
Q4 2019 | $14,000 | – | 155 | – | 0.01% | – |
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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% |