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 | $119,624 | -30.5% | 1,645 | -37.7% | 0.00% | 0.0% |
| Q2 2023 | $172,179 | 0.0% | 2,642 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $172,179 | +60.1% | 2,642 | +36.5% | 0.00% | 0.0% |
| Q4 2022 | $107,563 | +0.5% | 1,936 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $107,000 | -3.6% | 1,936 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $111,000 | -22.9% | 1,936 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $144,000 | -8.3% | 1,936 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $157,000 | +10.6% | 968 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $142,000 | +1.4% | 968 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $140,000 | +12.0% | 968 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $125,000 | +0.8% | 968 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $124,000 | +11.7% | 968 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $111,000 | +13.3% | 968 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $98,000 | +10.1% | 968 | 0.0% | 0.00% | – |
| Q1 2020 | $89,000 | 0.0% | 968 | 0.0% | 0.00% | – |
| Q4 2019 | $89,000 | +58.9% | 968 | +44.3% | 0.00% | – |
| Q3 2019 | $56,000 | +1.8% | 671 | 0.0% | 0.00% | – |
| Q2 2019 | $55,000 | +292.9% | 671 | +199.6% | 0.00% | – |
| Q3 2017 | $14,000 | +7.7% | 224 | 0.0% | 0.00% | – |
| Q2 2017 | $13,000 | 0.0% | 224 | 0.0% | 0.00% | – |
| Q1 2017 | $13,000 | -45.8% | 224 | -49.7% | 0.00% | – |
| Q4 2016 | $24,000 | 0.0% | 445 | 0.0% | 0.00% | – |
| Q3 2016 | $24,000 | – | 445 | – | 0.00% | – |
Download | ||||||
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% |