SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 872 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,247 | -15.1% | 3,510 | -12.5% | 0.23% | -15.0% |
| Q2 2023 | $300,550 | +15.0% | 4,010 | 0.0% | 0.27% | +10.8% |
| Q1 2023 | $261,332 | +17.3% | 4,010 | 0.0% | 0.24% | +16.4% |
| Q4 2022 | $222,796 | -6.8% | 4,010 | -6.3% | 0.21% | -15.9% |
| Q3 2022 | $239,000 | -3.6% | 4,281 | 0.0% | 0.25% | -1.6% |
| Q2 2022 | $248,000 | -22.5% | 4,281 | 0.0% | 0.25% | -14.7% |
| Q1 2022 | $320,000 | -8.8% | 4,281 | +100.0% | 0.29% | -8.4% |
| Q4 2021 | $351,000 | – | 2,141 | – | 0.32% | – |
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% |