SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $522,000 | +5.0% | 7,383 | -1.9% | 0.03% | -26.1% |
| Q3 2017 | $497,000 | -35.4% | 7,529 | -38.1% | 0.05% | +58.6% |
| Q2 2017 | $769,000 | -18.8% | 12,170 | -22.3% | 0.03% | +314.3% |
| Q1 2017 | $947,000 | -30.4% | 15,658 | -35.8% | 0.01% | +16.7% |
| Q4 2016 | $1,361,000 | -40.9% | 24,375 | -41.3% | 0.01% | -45.5% |
| Q3 2016 | $2,304,000 | +1023.9% | 41,520 | +985.2% | 0.01% | +1000.0% |
| Q2 2015 | $205,000 | -49.8% | 3,826 | -49.5% | 0.00% | -50.0% |
| Q1 2015 | $408,000 | -52.6% | 7,570 | -54.4% | 0.00% | -33.3% |
| Q4 2014 | $860,000 | +6.0% | 16,610 | +0.8% | 0.00% | 0.0% |
| Q3 2014 | $811,000 | -7.7% | 16,485 | -9.0% | 0.00% | -25.0% |
| Q2 2014 | $879,000 | +4.0% | 18,112 | -1.4% | 0.00% | 0.0% |
| Q1 2014 | $845,000 | +0.8% | 18,365 | -0.8% | 0.00% | +33.3% |
| Q4 2013 | $838,000 | -9.8% | 18,517 | -18.1% | 0.00% | 0.0% |
| Q3 2013 | $929,000 | – | 22,619 | – | 0.00% | – |
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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% |