SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $464,000 | +27.5% | 4,570 | 0.0% | 0.09% | -2.2% |
| Q1 2020 | $364,000 | -14.4% | 4,570 | 0.0% | 0.09% | -19.3% |
| Q4 2019 | $425,000 | +10.7% | 4,570 | 0.0% | 0.11% | +15.2% |
| Q3 2019 | $384,000 | +1.1% | 4,570 | 0.0% | 0.10% | +3.1% |
| Q2 2019 | $380,000 | +4.7% | 4,570 | 0.0% | 0.10% | +20.0% |
| Q1 2019 | $363,000 | +15.2% | 4,570 | 0.0% | 0.08% | +21.2% |
| Q4 2018 | $315,000 | -16.0% | 4,570 | 0.0% | 0.07% | -2.9% |
| Q3 2018 | $375,000 | +8.4% | 4,570 | 0.0% | 0.07% | +38.8% |
| Q2 2018 | $346,000 | -92.4% | 4,570 | +1293.3% | 0.05% | +19.5% |
| Q1 2018 | $4,570,000 | +1314.9% | 328 | -92.8% | 0.04% | +24.2% |
| Q4 2017 | $323,000 | +7.0% | 4,570 | 0.0% | 0.03% | +10.0% |
| Q3 2017 | $302,000 | +4.5% | 4,570 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $289,000 | -93.7% | 4,570 | +1555.8% | 0.03% | +210.0% |
| Q1 2017 | $4,570,000 | +1699.2% | 276 | -94.0% | 0.01% | -68.8% |
| Q3 2016 | $254,000 | +5.8% | 4,570 | 0.0% | 0.03% | +14.3% |
| Q2 2016 | $240,000 | -99.9% | 4,570 | 0.0% | 0.03% | -94.0% |
| Q1 2016 | $239,559,000 | +99302.1% | 4,570 | 0.0% | 0.46% | +1309.1% |
| Q4 2015 | $241,000 | – | 4,570 | – | 0.03% | – |
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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% |