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 | $5,614,293 | +5.7% | 77,204 | +8.9% | 0.86% | +19.9% |
Q2 2023 | $5,311,285 | +67.3% | 70,864 | +45.5% | 0.72% | +57.5% |
Q1 2023 | $3,174,426 | +28.9% | 48,710 | +9.9% | 0.46% | +32.2% |
Q4 2022 | $2,462,296 | +16.4% | 44,318 | +17.0% | 0.34% | -1.4% |
Q3 2022 | $2,115,000 | +2036.4% | 37,892 | +2115.9% | 0.35% | +1742.1% |
Q2 2022 | $99,000 | -22.0% | 1,710 | 0.0% | 0.02% | -13.6% |
Q1 2022 | $127,000 | -9.3% | 1,710 | +100.0% | 0.02% | -8.3% |
Q4 2021 | $140,000 | +27.3% | 855 | -0.3% | 0.02% | -70.0% |
Q4 2020 | $110,000 | – | 858 | – | 0.08% | – |
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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% |