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 | $32,943 | +43824.0% | 453 | +45200.0% | 0.00% | – |
| Q2 2023 | $75 | -98.9% | 1 | -99.2% | 0.00% | -100.0% |
| Q3 2022 | $7,000 | -93.5% | 126 | -93.5% | 0.00% | -95.8% |
| Q4 2016 | $108,000 | -81.0% | 1,938 | -81.1% | 0.02% | -82.2% |
| Q3 2016 | $569,000 | +25.9% | 10,249 | +19.0% | 0.14% | +21.6% |
| Q2 2016 | $452,000 | +7.4% | 8,615 | +7.2% | 0.11% | +0.9% |
| Q1 2016 | $421,000 | +14.1% | 8,033 | +14.9% | 0.11% | +11.1% |
| Q4 2015 | $369,000 | +5.1% | 6,990 | -0.4% | 0.10% | +10.0% |
| Q3 2015 | $351,000 | +35.5% | 7,017 | +45.6% | 0.09% | +38.5% |
| Q2 2015 | $259,000 | +70.4% | 4,820 | +70.6% | 0.06% | +71.1% |
| Q1 2015 | $152,000 | +58.3% | 2,825 | +52.3% | 0.04% | +40.7% |
| Q4 2014 | $96,000 | +54.8% | 1,855 | +36.8% | 0.03% | +50.0% |
| Q3 2014 | $62,000 | +59.0% | 1,356 | +59.5% | 0.02% | +50.0% |
| Q2 2014 | $39,000 | +18.2% | 850 | +19.7% | 0.01% | +9.1% |
| Q1 2014 | $33,000 | +37.5% | 710 | +34.5% | 0.01% | +37.5% |
| Q4 2013 | $24,000 | – | 528 | – | 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% |