SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $259,000 | -45.2% | 2,248 | -55.8% | 0.08% | -49.7% |
| Q4 2019 | $473,000 | +13.4% | 5,088 | +2.5% | 0.16% | +8.4% |
| Q3 2019 | $417,000 | +5.0% | 4,964 | +4.1% | 0.14% | +9.2% |
| Q2 2019 | $397,000 | +6.7% | 4,768 | +1.8% | 0.13% | +12.0% |
| Q1 2019 | $372,000 | +6.6% | 4,683 | -7.5% | 0.12% | -12.0% |
| Q4 2018 | $349,000 | -25.1% | 5,063 | -11.0% | 0.13% | -3.6% |
| Q3 2018 | $466,000 | +6.9% | 5,686 | -1.3% | 0.14% | +2.2% |
| Q2 2018 | $436,000 | -15.2% | 5,760 | -19.6% | 0.14% | -12.3% |
| Q1 2018 | $514,000 | -5.7% | 7,162 | -7.2% | 0.15% | -0.6% |
| Q4 2017 | $545,000 | +7.3% | 7,714 | +0.3% | 0.16% | +2.0% |
| Q3 2017 | $508,000 | +72.8% | 7,690 | +65.1% | 0.15% | +61.7% |
| Q2 2017 | $294,000 | – | 4,658 | – | 0.09% | – |
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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% |