SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $133,000 | -4.3% | 1,585 | -5.7% | 0.02% | -4.0% |
| Q2 2019 | $139,000 | +4.5% | 1,680 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $133,000 | +15.7% | 1,680 | 0.0% | 0.02% | +4.2% |
| Q4 2018 | $115,000 | -5.0% | 1,680 | +13.4% | 0.02% | +9.1% |
| Q3 2018 | $121,000 | +8.0% | 1,481 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $112,000 | +5.7% | 1,481 | 0.0% | 0.02% | -4.3% |
| Q1 2018 | $106,000 | -5.4% | 1,481 | -7.2% | 0.02% | +4.5% |
| Q4 2017 | $112,000 | +6.7% | 1,596 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $105,000 | – | 1,596 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |