SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,687,000 | -21.9% | 21,233 | -32.3% | 0.26% | -28.8% |
| Q4 2018 | $2,161,000 | +31.6% | 31,349 | +56.5% | 0.37% | +59.2% |
| Q3 2018 | $1,642,000 | +5.8% | 20,025 | -2.2% | 0.23% | +2.2% |
| Q2 2018 | $1,552,000 | +14.2% | 20,480 | +8.0% | 0.23% | +14.0% |
| Q1 2018 | $1,359,000 | +0.1% | 18,956 | -1.3% | 0.20% | +2.6% |
| Q4 2017 | $1,358,000 | +8.1% | 19,202 | +1.0% | 0.20% | +5.4% |
| Q3 2017 | $1,256,000 | +4.7% | 19,013 | +0.1% | 0.18% | +1.1% |
| Q2 2017 | $1,200,000 | +4.8% | 18,986 | +0.3% | 0.18% | +1.1% |
| Q1 2017 | $1,145,000 | +11.1% | 18,928 | +2.5% | 0.18% | +4.0% |
| Q4 2016 | $1,031,000 | +0.7% | 18,467 | +0.1% | 0.17% | +1.2% |
| Q3 2016 | $1,024,000 | -1.1% | 18,449 | -6.5% | 0.17% | -4.4% |
| Q2 2016 | $1,035,000 | +11.7% | 19,731 | +11.6% | 0.18% | +3.4% |
| Q1 2016 | $927,000 | +3.0% | 17,675 | +3.8% | 0.17% | -0.6% |
| Q4 2015 | $900,000 | +7.9% | 17,035 | +2.1% | 0.18% | +6.1% |
| Q3 2015 | $834,000 | +8.7% | 16,681 | +16.7% | 0.16% | +13.0% |
| Q2 2015 | $767,000 | +2.7% | 14,291 | +3.1% | 0.15% | -2.7% |
| Q1 2015 | $747,000 | +31.1% | 13,863 | +25.9% | 0.15% | +22.0% |
| Q4 2014 | $570,000 | – | 11,007 | – | 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% |