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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $473,984 | +20.3% | 6,324 | +4.2% | 0.44% | +20.3% |
| Q1 2023 | $394,045 | +29.2% | 6,069 | +10.6% | 0.36% | +32.2% |
| Q4 2022 | $304,878 | -0.4% | 5,487 | 0.0% | 0.28% | -0.7% |
| Q3 2022 | $306,000 | -3.8% | 5,487 | 0.0% | 0.28% | +5.3% |
| Q2 2022 | $318,000 | +0.3% | 5,487 | +29.3% | 0.26% | +16.8% |
| Q1 2022 | $317,000 | -4.8% | 4,242 | +100.0% | 0.23% | -1.7% |
| Q4 2021 | $333,000 | -7.2% | 2,121 | -11.6% | 0.23% | -9.4% |
| Q3 2021 | $359,000 | -1.4% | 2,400 | -1.6% | 0.25% | -5.6% |
| Q2 2021 | $364,000 | +8.3% | 2,439 | 0.0% | 0.27% | +7.6% |
| Q1 2021 | $336,000 | +479.3% | 2,439 | +236.4% | 0.25% | +267.6% |
| Q1 2020 | $58,000 | – | 725 | – | 0.07% | – |
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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% |