SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $582 | -3.0% | 8 | 0.0% | 0.00% | – |
Q2 2023 | $600 | +15.2% | 8 | 0.0% | 0.00% | – |
Q1 2023 | $521 | +17.3% | 8 | 0.0% | 0.00% | – |
Q4 2022 | $444 | – | 8 | 0.0% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 8 | -55.6% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 18 | +100.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | -50.0% | 9 | -52.6% | 0.00% | -100.0% |
Q4 2020 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $2,000 | – | 19 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |