SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 3,647,160 | $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% |