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 | $221,287 | -3.0% | 3,043 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $228,073 | +8.1% | 3,043 | -16.5% | 0.03% | -8.3% |
| Q2 2022 | $211,000 | -15.6% | 3,643 | +8.8% | 0.04% | -5.3% |
| Q1 2022 | $250,000 | +6.4% | 3,348 | +133.5% | 0.04% | +8.6% |
| Q4 2021 | $235,000 | +10.8% | 1,434 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $212,000 | -12.8% | 1,434 | -23.3% | 0.03% | -17.1% |
| Q1 2021 | $243,000 | -30.4% | 1,869 | -31.3% | 0.04% | -35.9% |
| Q4 2020 | $349,000 | – | 2,719 | – | 0.06% | – |
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% |