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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,000,345 | -2.4% | 82,513 | +0.6% | 0.06% | 0.0% |
| Q2 2023 | $6,146,724 | +16.9% | 82,011 | +1.6% | 0.06% | +10.2% |
| Q1 2023 | $5,258,111 | +12.3% | 80,683 | -4.2% | 0.06% | +7.3% |
| Q4 2022 | $4,680,541 | +4.7% | 84,243 | +5.2% | 0.06% | -6.8% |
| Q3 2022 | $4,470,000 | +1162.7% | 80,089 | +1212.3% | 0.06% | +1375.0% |
| Q2 2022 | $354,000 | +67.8% | 6,103 | +107.7% | 0.00% | 0.0% |
| Q1 2018 | $211,000 | +1.4% | 2,939 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $208,000 | +1633.3% | 2,939 | +1369.5% | 0.00% | – |
| Q2 2017 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $12,000 | -14.3% | 200 | -33.3% | 0.00% | – |
| Q3 2015 | $14,000 | -12.5% | 300 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $16,000 | – | 300 | – | 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% |