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 | $505,331 | +12.4% | 6,949 | +15.8% | 0.06% | +25.0% |
| Q2 2023 | $449,700 | +15.0% | 6,000 | 0.0% | 0.05% | +4.0% |
| Q1 2023 | $391,020 | +17.3% | 6,000 | 0.0% | 0.05% | +13.6% |
| Q4 2022 | $333,360 | -0.5% | 6,000 | 0.0% | 0.04% | -12.0% |
| Q3 2022 | $335,000 | -3.7% | 6,000 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $348,000 | -24.0% | 6,000 | -2.0% | 0.05% | -20.3% |
| Q1 2022 | $458,000 | – | 6,124 | – | 0.06% | – |
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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% |