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 | $2,256,440 | -68.2% | 12,767 | -86.5% | 1.16% | -67.0% |
Q2 2023 | $7,090,027 | +41.6% | 94,597 | +23.1% | 3.53% | +31.1% |
Q1 2023 | $5,008,029 | +111.3% | 76,846 | +80.1% | 2.69% | +94.2% |
Q4 2022 | $2,370,433 | +46.0% | 42,664 | +46.6% | 1.38% | +35.7% |
Q3 2022 | $1,624,000 | +12.9% | 29,095 | +17.3% | 1.02% | +37.6% |
Q2 2022 | $1,438,000 | +143.3% | 24,804 | +201.0% | 0.74% | +176.9% |
Q1 2022 | $591,000 | – | 8,241 | – | 0.27% | – |
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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% |