SUMMITRY LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 466 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.

Quarter-by-quarter ownership
SUMMITRY LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2019$259,000
+3.6%
3,087
+2.9%
0.02%
-4.8%
Q2 2019$250,000
+5.5%
3,001
+0.7%
0.02%0.0%
Q1 2019$237,0002,9800.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,647,160$299,140,00023.95%
Marquette Asset Management, LLC 909,798$74,622,00023.44%
APPLETON GROUP, LLC 244,191$20,029,00021.22%
Financial Engines Advisors L.L.C. 10,911,049$894,897,00017.06%
Fund Evaluation Group, LLC 1,097,932$90,052,00014.87%
Newport Wealth Strategies, Inc. 135,502$10,172,00012.97%
Financial Management Professionals, Inc. 389,987$31,987,00012.42%
TOTAL INVESTMENT MANAGEMENT INC 679,537$55,736,00012.32%
PIERSHALE FINANCIAL GROUP, INC. 299,995$24,606,00012.01%
Harborview Advisors, LLC 124,130$10,181,00010.35%
View complete list of SCHWAB STRATEGIC TR shareholders