SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,792 | -3.0% | 3,600 | 0.0% | 0.08% | +1.4% |
| Q2 2023 | $269,820 | +15.0% | 3,600 | 0.0% | 0.07% | +8.8% |
| Q1 2023 | $234,612 | +17.3% | 3,600 | 0.0% | 0.07% | +6.2% |
| Q4 2022 | $200,016 | -0.5% | 3,600 | 0.0% | 0.06% | -1.5% |
| Q3 2022 | $201,000 | -3.8% | 3,600 | 0.0% | 0.06% | +4.8% |
| Q2 2022 | $209,000 | -22.3% | 3,600 | 0.0% | 0.06% | +17.0% |
| Q1 2022 | $269,000 | -8.8% | 3,600 | +100.0% | 0.05% | -14.5% |
| Q4 2021 | $295,000 | +10.5% | 1,800 | 0.0% | 0.06% | +10.7% |
| Q3 2021 | $267,000 | +1.5% | 1,800 | 0.0% | 0.06% | +3.7% |
| Q2 2021 | $263,000 | +12.4% | 1,800 | 0.0% | 0.05% | -5.3% |
| Q1 2021 | $234,000 | +1.3% | 1,800 | 0.0% | 0.06% | -6.6% |
| Q4 2020 | $231,000 | +9.0% | 1,800 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $212,000 | – | 1,800 | – | 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% |