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 | $1,681,505 | -19.0% | 23,123 | -16.5% | 0.81% | -16.5% |
| Q2 2023 | $2,075,965 | +145.0% | 27,698 | +113.0% | 0.96% | +117.8% |
| Q1 2023 | $847,471 | -4.6% | 13,004 | -18.7% | 0.44% | -13.5% |
| Q4 2022 | $888,293 | -44.9% | 15,988 | -44.6% | 0.51% | -49.0% |
| Q3 2022 | $1,612,000 | -9.3% | 28,878 | -5.7% | 1.00% | -17.6% |
| Q2 2022 | $1,777,000 | -3.8% | 30,637 | +24.0% | 1.22% | +11.1% |
| Q1 2022 | $1,848,000 | -7.3% | 24,701 | +102.8% | 1.10% | -2.1% |
| Q4 2021 | $1,994,000 | – | 12,178 | – | 1.12% | – |
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% |