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 | $1,656,155 | -6.3% | 22,774 | -3.5% | 0.41% | -2.6% |
Q2 2023 | $1,768,326 | +11.6% | 23,593 | -3.0% | 0.42% | +5.3% |
Q1 2023 | $1,584,831 | +2.3% | 24,318 | -12.8% | 0.40% | -1.5% |
Q4 2022 | $1,549,146 | -2.0% | 27,882 | -1.6% | 0.40% | -9.0% |
Q3 2022 | $1,581,000 | -4.1% | 28,330 | -0.4% | 0.44% | -0.7% |
Q2 2022 | $1,649,000 | -22.5% | 28,435 | +0.0% | 0.45% | -14.5% |
Q1 2022 | $2,127,000 | -20.8% | 28,431 | +73.3% | 0.52% | -18.5% |
Q4 2021 | $2,686,000 | +9.9% | 16,405 | -0.5% | 0.64% | +2.7% |
Q3 2021 | $2,443,000 | +7.0% | 16,493 | +5.4% | 0.62% | +3.1% |
Q2 2021 | $2,284,000 | +6.6% | 15,648 | -5.2% | 0.61% | +3.4% |
Q1 2021 | $2,142,000 | -0.5% | 16,504 | -1.6% | 0.59% | -0.7% |
Q4 2020 | $2,153,000 | +10.0% | 16,768 | -1.4% | 0.59% | -0.2% |
Q3 2020 | $1,958,000 | -19.6% | 17,008 | -29.1% | 0.59% | -31.2% |
Q2 2020 | $2,435,000 | +27.8% | 23,979 | +0.2% | 0.86% | +6.8% |
Q1 2020 | $1,906,000 | -22.5% | 23,926 | -9.6% | 0.80% | -40.3% |
Q4 2019 | $2,460,000 | +11.4% | 26,467 | +0.7% | 1.35% | +4.2% |
Q3 2019 | $2,208,000 | +0.5% | 26,282 | -0.5% | 1.29% | -2.8% |
Q2 2019 | $2,198,000 | -0.0% | 26,406 | -4.6% | 1.33% | -1.6% |
Q1 2019 | $2,199,000 | +6.3% | 27,679 | -7.8% | 1.35% | -11.3% |
Q4 2018 | $2,069,000 | – | 30,011 | – | 1.52% | – |
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% |