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 | $753,670 | +92.9% | 10,364 | +98.8% | 0.59% | +7.1% |
| Q2 2023 | $390,714 | +15.8% | 5,213 | +0.7% | 0.55% | +20.6% |
| Q1 2023 | $337,385 | +21.7% | 5,177 | +3.8% | 0.46% | +19.4% |
| Q4 2022 | $277,133 | +18.9% | 4,988 | +19.6% | 0.38% | +0.3% |
| Q3 2022 | $233,000 | +13.7% | 4,170 | +18.2% | 0.38% | +62.8% |
| Q2 2022 | $205,000 | -23.5% | 3,527 | -1.4% | 0.23% | -13.3% |
| Q1 2022 | $268,000 | -8.5% | 3,577 | +99.8% | 0.27% | -1.5% |
| Q4 2021 | $293,000 | – | 1,790 | – | 0.27% | – |
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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% |