SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $421,994 | -7.6% | 5,803 | -4.8% | 0.32% | -4.2% |
Q2 2023 | $456,670 | +24.4% | 6,093 | +8.1% | 0.33% | +12.1% |
Q1 2023 | $367,168 | +28.9% | 5,634 | +9.9% | 0.30% | +10.0% |
Q4 2022 | $284,912 | +26.1% | 5,128 | +26.6% | 0.27% | +13.9% |
Q3 2022 | $226,000 | +18.3% | 4,049 | +23.0% | 0.24% | +30.9% |
Q2 2022 | $191,000 | -6.4% | 3,293 | +20.8% | 0.18% | +8.4% |
Q1 2022 | $204,000 | – | 2,725 | – | 0.17% | – |
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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% |