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 | $79,265 | -3.0% | 1,090 | 0.0% | 0.05% | -4.1% |
Q2 2023 | $81,696 | +15.0% | 1,090 | 0.0% | 0.05% | +19.5% |
Q1 2023 | $71,035 | +17.3% | 1,090 | 0.0% | 0.04% | +10.8% |
Q4 2022 | $60,560 | -44.9% | 1,090 | -44.9% | 0.04% | -50.7% |
Q3 2022 | $110,000 | +74.6% | 1,979 | +81.6% | 0.08% | +82.9% |
Q2 2022 | $63,000 | -23.2% | 1,090 | 0.0% | 0.04% | -10.9% |
Q1 2022 | $82,000 | -7.9% | 1,090 | +100.0% | 0.05% | -8.0% |
Q4 2021 | $89,000 | +9.9% | 545 | 0.0% | 0.05% | -2.0% |
Q3 2021 | $81,000 | +1.2% | 545 | 0.0% | 0.05% | +6.2% |
Q2 2021 | $80,000 | – | 545 | – | 0.05% | – |
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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% |