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 | $705,668 | -20.3% | 9,704 | -17.8% | 0.30% | -18.0% |
| Q2 2023 | $885,001 | +23.5% | 11,808 | +7.4% | 0.37% | +13.8% |
| Q1 2023 | $716,405 | +0.8% | 10,993 | -14.0% | 0.33% | -8.4% |
| Q4 2022 | $710,548 | +11.9% | 12,789 | +12.5% | 0.36% | +2.9% |
| Q3 2022 | $635,000 | +15.7% | 11,373 | +20.2% | 0.35% | +25.3% |
| Q2 2022 | $549,000 | -22.0% | 9,465 | +0.6% | 0.28% | -6.7% |
| Q1 2022 | $704,000 | +198.3% | 9,409 | +551.6% | 0.30% | +209.4% |
| Q4 2021 | $236,000 | -12.3% | 1,444 | -51.9% | 0.10% | -16.5% |
| Q3 2019 | $269,000 | – | 3,001 | – | 0.12% | – |
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% |