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 | $3,345 | -7.0% | 46 | -4.2% | 0.00% | 0.0% |
| Q2 2023 | $3,598 | +19.9% | 48 | +4.3% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 46 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | – | 23 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,513,687 | $248,453,000 | 22.75% |
| Marquette Asset Management, LLC | 844,050 | $59,683,000 | 22.10% |
| Financial Engines Advisors L.L.C. | 9,210,328 | $651,313,000 | 18.71% |
| TOTAL INVESTMENT MANAGEMENT INC | 675,455 | $47,761,000 | 14.08% |
| Newport Wealth Strategies, Inc. | 200,783 | $15,213,000 | 10.89% |
| Invst, LLC | 207,730 | $14,689,000 | 10.81% |
| Denver PWM, LLC | 184,344 | $13,560,000 | 10.24% |
| Harborview Advisors, LLC | 141,341 | $9,994,000 | 9.56% |
| B & T Capital Management DBA Alpha Capital Management | 278,553 | $19,696,000 | 9.29% |
| Spectrum Asset Management, Inc. (NB/CA) | 169,872 | $12,012,000 | 9.18% |