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 | $1,643,472 | +562.7% | 22,600 | +1406.7% | 0.00% | – |
| Q4 2021 | $248,000 | -90.3% | 1,500 | -94.1% | 0.00% | -100.0% |
| Q2 2020 | $2,554,000 | +24.5% | 25,561 | +0.6% | 0.01% | +16.7% |
| Q1 2020 | $2,052,000 | +646.2% | 25,411 | +670.0% | 0.01% | +500.0% |
| Q3 2019 | $275,000 | -53.5% | 3,300 | -54.2% | 0.00% | 0.0% |
| Q3 2018 | $591,000 | -23.4% | 7,200 | -33.1% | 0.00% | -50.0% |
| Q2 2018 | $772,000 | 0.0% | 10,768 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $772,000 | -10.6% | 10,768 | -11.9% | 0.00% | -33.3% |
| Q4 2017 | $864,000 | +40.9% | 12,227 | +31.9% | 0.00% | +50.0% |
| Q3 2017 | $613,000 | -4.8% | 9,271 | -9.1% | 0.00% | -33.3% |
| Q2 2017 | $644,000 | – | 10,203 | – | 0.00% | – |
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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% |