SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |