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 | $6,227,450 | -3.0% | 85,636 | -0.0% | 3.18% | -1.5% |
Q2 2023 | $6,420,667 | +14.5% | 85,666 | -0.4% | 3.23% | +8.5% |
Q1 2023 | $5,607,944 | +115838.5% | 86,051 | -1.2% | 2.98% | +9.6% |
Q4 2022 | $4,837 | -99.9% | 87,056 | +0.9% | 2.72% | -4.4% |
Q3 2022 | $4,815,000 | -3.4% | 86,280 | +0.4% | 2.84% | -0.0% |
Q2 2022 | $4,983,000 | -21.8% | 85,933 | +0.9% | 2.84% | -8.7% |
Q1 2022 | $6,371,000 | -7.1% | 85,149 | +103.4% | 3.11% | -6.0% |
Q4 2021 | $6,857,000 | +11.1% | 41,873 | +0.5% | 3.31% | +1.3% |
Q3 2021 | $6,172,000 | 0.0% | 41,677 | -1.4% | 3.27% | 0.0% |
Q2 2021 | $6,172,000 | +13.2% | 42,285 | +0.6% | 3.27% | +4.1% |
Q1 2021 | $5,454,000 | +2.2% | 42,025 | +1.1% | 3.14% | -10.4% |
Q4 2020 | $5,338,000 | +11.4% | 41,571 | -0.1% | 3.51% | -2.3% |
Q3 2020 | $4,791,000 | +11.7% | 41,596 | -1.5% | 3.59% | -0.8% |
Q2 2020 | $4,289,000 | +23.6% | 42,240 | -3.1% | 3.62% | -5.2% |
Q1 2020 | $3,471,000 | -11.9% | 43,579 | +2.8% | 3.82% | +8.0% |
Q4 2019 | $3,940,000 | – | 42,404 | – | 3.53% | – |
Download |
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% |