SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $213,000 | -38.3% | 1,643 | -38.9% | 0.01% | -41.7% |
| Q4 2020 | $345,000 | +18.2% | 2,689 | +5.9% | 0.01% | +9.1% |
| Q3 2020 | $292,000 | +9.0% | 2,539 | -3.8% | 0.01% | 0.0% |
| Q2 2020 | $268,000 | +23.5% | 2,639 | -3.0% | 0.01% | +10.0% |
| Q1 2020 | $217,000 | -11.4% | 2,721 | +3.1% | 0.01% | +11.1% |
| Q4 2019 | $245,000 | +10.4% | 2,639 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $222,000 | -2.6% | 2,639 | -3.7% | 0.01% | 0.0% |
| Q2 2019 | $228,000 | +4.6% | 2,739 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $218,000 | -27.1% | 2,739 | -36.9% | 0.01% | -35.7% |
| Q4 2018 | $299,000 | -2.6% | 4,339 | +16.0% | 0.01% | +7.7% |
| Q3 2018 | $307,000 | +8.5% | 3,739 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $283,000 | -2.4% | 3,739 | -7.4% | 0.01% | -7.1% |
| Q1 2018 | $290,000 | +1.4% | 4,039 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $286,000 | -13.9% | 4,039 | -19.7% | 0.01% | -18.8% |
| Q3 2017 | $332,000 | -2.1% | 5,030 | -6.3% | 0.02% | -5.9% |
| Q2 2017 | $339,000 | +4.3% | 5,368 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $325,000 | +5.5% | 5,368 | -2.7% | 0.02% | +6.2% |
| Q4 2016 | $308,000 | +7.3% | 5,517 | +6.5% | 0.02% | 0.0% |
| Q3 2016 | $287,000 | -28.2% | 5,179 | -32.0% | 0.02% | -27.3% |
| Q2 2016 | $400,000 | -10.9% | 7,615 | -11.0% | 0.02% | -15.4% |
| Q1 2016 | $449,000 | -3.0% | 8,559 | -2.3% | 0.03% | -7.1% |
| Q4 2015 | $463,000 | -13.1% | 8,759 | -17.8% | 0.03% | -17.6% |
| Q3 2015 | $533,000 | -8.9% | 10,659 | -2.3% | 0.03% | -2.9% |
| Q2 2015 | $585,000 | +157.7% | 10,909 | +158.6% | 0.04% | +169.2% |
| Q1 2015 | $227,000 | -40.3% | 4,218 | -42.4% | 0.01% | -40.9% |
| Q4 2014 | $380,000 | – | 7,329 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |