SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,654 | -3.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,797 | +15.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,171 | +17.3% | 64 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $3,556 | -11.1% | 64 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $4,000 | -20.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 64 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -37.5% | 32 | -50.0% | 0.00% | -50.0% |
| Q1 2021 | $8,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 64 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 64 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $6,000 | – | 64 | – | 0.01% | – |
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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% |