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 | $120,642 | -4.9% | 1,659 | -2.0% | 0.04% | 0.0% |
| Q2 2023 | $126,890 | -3.1% | 1,693 | -15.7% | 0.04% | -10.4% |
| Q1 2023 | $130,927 | +116799.1% | 2,009 | 0.0% | 0.05% | +11.6% |
| Q4 2022 | $112 | -99.9% | 2,009 | +3.0% | 0.04% | -8.5% |
| Q3 2022 | $109,000 | -5.2% | 1,950 | -1.7% | 0.05% | 0.0% |
| Q2 2022 | $115,000 | -27.2% | 1,984 | -6.1% | 0.05% | -14.5% |
| Q1 2022 | $158,000 | -21.0% | 2,114 | +73.4% | 0.06% | -22.5% |
| Q4 2021 | $200,000 | +10.5% | 1,219 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $181,000 | +3.4% | 1,219 | +1.4% | 0.07% | -10.0% |
| Q2 2021 | $175,000 | +12.2% | 1,202 | 0.0% | 0.08% | +5.3% |
| Q1 2021 | $156,000 | -3.7% | 1,202 | -5.0% | 0.08% | -24.0% |
| Q4 2020 | $162,000 | +38.5% | 1,265 | +24.4% | 0.10% | +22.0% |
| Q3 2020 | $117,000 | +98.3% | 1,017 | +76.0% | 0.08% | +86.4% |
| Q2 2020 | $59,000 | +96.7% | 578 | +52.5% | 0.04% | +69.2% |
| Q1 2020 | $30,000 | +400.0% | 379 | +356.6% | 0.03% | +550.0% |
| Q4 2018 | $6,000 | – | 83 | – | 0.00% | – |
Download | ||||||
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% |