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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421 | -22.2% | 5,480 | -25.1% | 0.06% | -17.8% |
| Q2 2023 | $541 | +14.6% | 7,321 | +0.7% | 0.07% | +10.6% |
| Q1 2023 | $472 | +14.8% | 7,272 | -1.6% | 0.07% | +17.9% |
| Q4 2022 | $411 | -99.9% | 7,391 | +50.3% | 0.06% | +30.2% |
| Q3 2022 | $279,000 | -9.7% | 4,916 | -3.9% | 0.04% | -6.5% |
| Q2 2022 | $309,000 | -20.4% | 5,118 | 0.0% | 0.05% | -11.5% |
| Q1 2022 | $388,000 | -96.1% | 5,118 | -92.4% | 0.05% | -96.1% |
| Q3 2021 | $9,964,000 | -0.2% | 66,929 | -0.3% | 1.34% | -5.4% |
| Q2 2021 | $9,986,000 | – | 67,149 | – | 1.41% | – |
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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% |