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 | $2,025,634 | -3.2% | 27,855 | -0.2% | 2.32% | +0.3% |
| Q2 2023 | $2,092,132 | +13.3% | 27,914 | -1.5% | 2.31% | +8.2% |
| Q1 2023 | $1,846,523 | +18.0% | 28,334 | +0.6% | 2.13% | +11.1% |
| Q4 2022 | $1,564,808 | -3.0% | 28,164 | -2.6% | 1.92% | -11.8% |
| Q3 2022 | $1,613,000 | -1.2% | 28,909 | +2.7% | 2.18% | +3.1% |
| Q2 2022 | $1,633,000 | -24.0% | 28,155 | -2.0% | 2.11% | -12.1% |
| Q1 2022 | $2,149,000 | -8.1% | 28,716 | +101.0% | 2.40% | -6.4% |
| Q4 2021 | $2,339,000 | – | 14,284 | – | 2.57% | – |
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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% |