SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,080,874 | -4.6% | 56,118 | -1.7% | 2.77% | -2.3% |
| Q2 2023 | $4,278,765 | +25.8% | 57,088 | +9.4% | 2.84% | +19.4% |
| Q1 2023 | $3,401,158 | +20.0% | 52,189 | +2.3% | 2.38% | +13.8% |
| Q4 2022 | $2,833,129 | +2.4% | 50,992 | +2.8% | 2.09% | -5.4% |
| Q3 2022 | $2,768,000 | +2.0% | 49,605 | +6.0% | 2.21% | +5.8% |
| Q2 2022 | $2,713,000 | -18.7% | 46,778 | +4.9% | 2.09% | -10.1% |
| Q1 2022 | $3,337,000 | +4.0% | 44,596 | +127.6% | 2.32% | +2.7% |
| Q4 2021 | $3,209,000 | – | 19,597 | – | 2.26% | – |
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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% |