SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $243,558 | -8.0% | 3,349 | -5.2% | 0.08% | 0.0% |
Q2 2023 | $264,814 | -21.2% | 3,533 | -31.5% | 0.08% | -24.3% |
Q1 2023 | $336,006 | +17.4% | 5,156 | +0.1% | 0.10% | +13.2% |
Q4 2022 | $286,319 | -3.9% | 5,153 | -3.4% | 0.09% | -14.2% |
Q3 2022 | $298,000 | -3.6% | 5,335 | +0.0% | 0.11% | -2.8% |
Q2 2022 | $309,000 | -85.6% | 5,333 | -81.4% | 0.11% | -83.4% |
Q1 2022 | $2,147,000 | -85.5% | 28,700 | -68.2% | 0.66% | -85.4% |
Q4 2021 | $14,766,000 | – | 90,175 | – | 4.48% | – |
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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% |