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 | $4,509 | -8.9% | 62 | -6.1% | 0.00% | 0.0% |
| Q2 2023 | $4,947 | +15.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,301 | +17.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,667 | -8.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 66 | +100.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 33 | -5.7% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -61.5% | 35 | -59.3% | 0.00% | -50.0% |
| Q2 2021 | $13,000 | +18.2% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -21.4% | 86 | -18.9% | 0.00% | -20.0% |
| Q4 2020 | $14,000 | +16.7% | 106 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 106 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +10.0% | 106 | -17.8% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -16.7% | 129 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | – | 129 | – | 0.01% | – |
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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% |