MISSION WEALTH MANAGEMENT, LP - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$487,938
-46.4%
6,710
-44.7%
0.02%
-47.1%
Q2 2023$909,521
+108.8%
12,135
+81.6%
0.03%
+88.9%
Q1 2023$435,502
+17.3%
6,683
+0.0%
0.02%0.0%
Q4 2022$371,252
+7.3%
6,682
+7.8%
0.02%0.0%
Q3 2022$346,000
+20.1%
6,200
+25.0%
0.02%
+20.0%
Q2 2022$288,000
-22.4%
4,9600.0%0.02%
-11.8%
Q1 2022$371,000
-8.6%
4,960
+100.0%
0.02%
-5.6%
Q4 2021$406,000
+10.6%
2,4800.0%0.02%
-5.3%
Q3 2021$367,000
+1.4%
2,4800.0%0.02%0.0%
Q2 2021$362,000
+12.4%
2,4800.0%0.02%0.0%
Q1 2021$322,000
+1.3%
2,4800.0%0.02%
-5.0%
Q4 2020$318,000
+2.9%
2,480
-7.5%
0.02%
-13.0%
Q3 2020$309,000
+21.2%
2,680
+6.6%
0.02%
+4.5%
Q2 2020$255,000
+27.5%
2,5150.0%0.02%0.0%
Q1 2020$200,000
-14.5%
2,5150.0%0.02%0.0%
Q4 2019$234,000–2,515–0.02%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,647,160$299,140,00023.95%
Marquette Asset Management, LLC 909,798$74,622,00023.44%
APPLETON GROUP, LLC 244,191$20,029,00021.22%
Financial Engines Advisors L.L.C. 10,911,049$894,897,00017.06%
Fund Evaluation Group, LLC 1,097,932$90,052,00014.87%
Newport Wealth Strategies, Inc. 135,502$10,172,00012.97%
Financial Management Professionals, Inc. 389,987$31,987,00012.42%
TOTAL INVESTMENT MANAGEMENT INC 679,537$55,736,00012.32%
PIERSHALE FINANCIAL GROUP, INC. 299,995$24,606,00012.01%
Harborview Advisors, LLC 124,130$10,181,00010.35%
View complete list of SCHWAB STRATEGIC TR shareholders