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 | $2,037,780 | -10.3% | 28,022 | -7.5% | 2.52% | -17.5% |
| Q2 2023 | $2,271,273 | +13.3% | 30,304 | -1.5% | 3.06% | +6.4% |
| Q1 2023 | $2,005,065 | +15.3% | 30,767 | -1.7% | 2.88% | +7.2% |
| Q4 2022 | $1,738,548 | -14.6% | 31,291 | +0.7% | 2.68% | -11.9% |
| Q2 2022 | $2,036,000 | -16.0% | 31,084 | -4.1% | 3.04% | -7.0% |
| Q1 2022 | $2,424,000 | -16.0% | 32,403 | +83.8% | 3.27% | -12.0% |
| Q4 2021 | $2,887,000 | +3.5% | 17,632 | -6.4% | 3.72% | -4.2% |
| Q3 2021 | $2,789,000 | +1.8% | 18,836 | +0.4% | 3.88% | +0.2% |
| Q2 2021 | $2,740,000 | +11.4% | 18,770 | -1.0% | 3.88% | +0.6% |
| Q1 2021 | $2,460,000 | – | 18,958 | – | 3.85% | – |
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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% |