SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $235,000 | -56.8% | 4,385 | -56.6% | 0.07% | -54.5% |
| Q1 2015 | $544,000 | -7.2% | 10,115 | -10.6% | 0.16% | -8.2% |
| Q4 2014 | $586,000 | +5.4% | 11,310 | 0.0% | 0.17% | -0.6% |
| Q3 2014 | $556,000 | +10.8% | 11,310 | +9.3% | 0.17% | +9.6% |
| Q2 2014 | $502,000 | +37.5% | 10,350 | +30.6% | 0.16% | +33.3% |
| Q1 2014 | $365,000 | – | 7,925 | – | 0.12% | – |
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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% |