SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 946 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,399 | -25.9% | 7,610 | -23.6% | 0.37% | -31.8% |
| Q2 2023 | $746,577 | +8.7% | 9,961 | -5.5% | 0.55% | +3.0% |
| Q1 2023 | $686,957 | -0.4% | 10,541 | -15.0% | 0.53% | -9.4% |
| Q4 2022 | $689,388 | +1.7% | 12,408 | +2.1% | 0.59% | -8.9% |
| Q3 2022 | $678,000 | -10.2% | 12,157 | -6.6% | 0.64% | -6.7% |
| Q2 2022 | $755,000 | -23.5% | 13,014 | -1.4% | 0.69% | +31.4% |
| Q1 2022 | $987,000 | -4.3% | 13,198 | +109.7% | 0.52% | +1.2% |
| Q4 2021 | $1,031,000 | – | 6,295 | – | 0.52% | – |
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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% |