SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $23,928,000 | +453.4% | 284,827 | +448.1% | 25.76% | +470.8% |
| Q2 2019 | $4,324,000 | -0.2% | 51,966 | -4.7% | 4.51% | +0.9% |
| Q1 2019 | $4,331,000 | +87.4% | 54,521 | +62.6% | 4.47% | +55.0% |
| Q4 2018 | $2,311,000 | -36.2% | 33,522 | -48.4% | 2.88% | -32.5% |
| Q4 2016 | $3,624,000 | +0.1% | 64,908 | -0.5% | 4.28% | +3.3% |
| Q3 2016 | $3,620,000 | +2.4% | 65,241 | -3.2% | 4.14% | +2.0% |
| Q2 2016 | $3,536,000 | -0.5% | 67,399 | -0.6% | 4.06% | -3.3% |
| Q1 2016 | $3,553,000 | -43.8% | 67,778 | -43.3% | 4.20% | -41.8% |
| Q4 2015 | $6,318,000 | -1.3% | 119,596 | -6.7% | 7.22% | +0.2% |
| Q3 2015 | $6,404,000 | -8.4% | 128,129 | -2.3% | 7.20% | +2.9% |
| Q2 2015 | $6,991,000 | -1.7% | 131,099 | -0.7% | 6.99% | -1.2% |
| Q1 2015 | $7,110,000 | +1.2% | 131,983 | -2.7% | 7.08% | +0.4% |
| Q4 2014 | $7,027,000 | – | 135,679 | – | 7.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |