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 | $472,866 | -1.6% | 6,503 | +1.4% | 0.09% | +1.2% |
| Q2 2023 | $480,531 | +6.8% | 6,411 | -7.1% | 0.08% | -13.3% |
| Q1 2023 | $449,809 | +18.7% | 6,902 | +1.2% | 0.10% | +19.5% |
| Q4 2022 | $378,956 | -0.5% | 6,821 | +0.0% | 0.08% | -22.6% |
| Q3 2022 | $381,000 | +2.1% | 6,819 | +5.9% | 0.11% | +5.0% |
| Q2 2022 | $373,000 | -22.6% | 6,440 | +0.0% | 0.10% | -18.5% |
| Q1 2022 | $482,000 | – | 6,439 | – | 0.12% | – |
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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% |