SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 922 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,402,404 | -6.2% | 60,539 | -3.3% | 2.62% | -3.9% |
| Q2 2023 | $4,693,452 | +10.3% | 62,621 | -4.1% | 2.72% | +3.5% |
| Q1 2023 | $4,254,953 | +20.0% | 65,290 | +2.3% | 2.63% | +8.7% |
| Q4 2022 | $3,544,561 | -0.5% | 63,797 | -0.1% | 2.42% | -1.4% |
| Q3 2022 | $3,564,000 | -1.2% | 63,861 | +2.7% | 2.45% | -4.4% |
| Q2 2022 | $3,606,000 | -13.6% | 62,178 | +11.4% | 2.57% | -3.1% |
| Q1 2022 | $4,175,000 | -2.7% | 55,796 | +113.0% | 2.65% | +0.6% |
| Q4 2021 | $4,289,000 | +6.7% | 26,195 | -3.5% | 2.63% | -0.2% |
| Q3 2021 | $4,018,000 | +5.7% | 27,132 | +4.2% | 2.64% | +12.8% |
| Q2 2021 | $3,801,000 | +14.2% | 26,041 | +1.6% | 2.34% | +8.7% |
| Q1 2021 | $3,327,000 | +6.0% | 25,636 | +4.9% | 2.15% | +0.2% |
| Q4 2020 | $3,139,000 | +10.0% | 24,445 | -1.3% | 2.15% | -6.7% |
| Q3 2020 | $2,853,000 | +8.9% | 24,775 | -4.0% | 2.30% | +6.0% |
| Q2 2020 | $2,620,000 | -17.5% | 25,806 | -24.5% | 2.17% | -33.7% |
| Q4 2019 | $3,174,000 | – | 34,166 | – | 3.28% | – |
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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% |