WealthPlan Investment Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 777 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 1.1%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$462,387
+17.4%
7,357
+8.0%
0.03%
+10.3%
Q3 2022$394,000
+37.8%
6,813
+54.3%
0.03%
+45.0%
Q1 2022$286,0004,4140.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,647,160$299,140,00023.95%
Marquette Asset Management, LLC 909,798$74,622,00023.44%
APPLETON GROUP, LLC 244,191$20,029,00021.22%
Financial Engines Advisors L.L.C. 10,911,049$894,897,00017.06%
Fund Evaluation Group, LLC 1,097,932$90,052,00014.87%
Newport Wealth Strategies, Inc. 135,502$10,172,00012.97%
Financial Management Professionals, Inc. 389,987$31,987,00012.42%
TOTAL INVESTMENT MANAGEMENT INC 679,537$55,736,00012.32%
PIERSHALE FINANCIAL GROUP, INC. 299,995$24,606,00012.01%
Harborview Advisors, LLC 124,130$10,181,00010.35%
View complete list of SCHWAB STRATEGIC TR shareholders