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 | $8,565,694 | -9.9% | 117,790 | -7.1% | 1.97% | -11.4% |
Q2 2023 | $9,503,649 | -38.3% | 126,800 | -46.3% | 2.22% | -43.2% |
Q1 2023 | $15,395,705 | -29.0% | 236,239 | -39.5% | 3.92% | -36.9% |
Q4 2022 | $21,696,270 | -0.1% | 390,502 | +0.3% | 6.21% | -14.5% |
Q3 2022 | $21,725,000 | +5.0% | 389,268 | +9.1% | 7.26% | +6.8% |
Q2 2022 | $20,688,000 | -16.0% | 356,745 | +8.4% | 6.79% | -4.4% |
Q1 2022 | $24,626,000 | +39.3% | 329,135 | +204.9% | 7.11% | +39.7% |
Q4 2021 | $17,676,000 | – | 107,945 | – | 5.09% | – |
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% |