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 | $409,482 | -3.0% | 5,631 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $422,039 | +15.0% | 5,631 | 0.0% | 0.03% | +6.2% |
| Q1 2023 | $366,968 | +17.3% | 5,631 | 0.0% | 0.03% | +18.5% |
| Q4 2022 | $312,853 | -2.5% | 5,631 | -2.0% | 0.03% | -15.6% |
| Q3 2022 | $321,000 | -3.6% | 5,747 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $333,000 | -22.6% | 5,747 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $430,000 | -12.1% | 5,747 | +92.3% | 0.04% | -11.9% |
| Q4 2021 | $489,000 | +10.4% | 2,989 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $443,000 | -2.6% | 2,989 | -4.1% | 0.04% | -6.8% |
| Q2 2021 | $455,000 | -1.3% | 3,118 | -12.3% | 0.04% | -8.3% |
| Q1 2021 | $461,000 | -0.2% | 3,556 | -1.2% | 0.05% | -9.4% |
| Q4 2020 | $462,000 | +11.3% | 3,601 | 0.0% | 0.05% | -5.4% |
| Q3 2020 | $415,000 | +4.0% | 3,601 | -8.4% | 0.06% | -8.2% |
| Q2 2020 | $399,000 | +23.1% | 3,933 | -3.4% | 0.06% | -7.6% |
| Q1 2020 | $324,000 | +58.8% | 4,072 | +85.3% | 0.07% | +100.0% |
| Q4 2019 | $204,000 | – | 2,197 | – | 0.03% | – |
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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% |