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 | $316,259 | +4.1% | 4,349 | +7.3% | 0.25% | +6.8% |
| Q2 2023 | $303,772 | +3.7% | 4,053 | -9.8% | 0.24% | -4.4% |
| Q1 2023 | $292,809 | +16.5% | 4,493 | -0.7% | 0.25% | +5.5% |
| Q4 2022 | $251,298 | +3.0% | 4,523 | +3.4% | 0.24% | -2.1% |
| Q3 2022 | $244,000 | +3.8% | 4,375 | +8.2% | 0.24% | +12.1% |
| Q2 2022 | $235,000 | -21.9% | 4,043 | +0.5% | 0.21% | -13.0% |
| Q1 2022 | $301,000 | -16.9% | 4,021 | +89.6% | 0.25% | -18.0% |
| Q4 2021 | $362,000 | – | 2,121 | – | 0.30% | – |
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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% |