SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.15 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $601,000 | -71.8% | 7,322 | -74.0% | 0.00% | -78.9% |
| Q2 2018 | $2,133,000 | +1592.9% | 28,152 | +1482.5% | 0.02% | +1800.0% |
| Q4 2017 | $126,000 | -61.5% | 1,779 | -64.1% | 0.00% | -66.7% |
| Q3 2017 | $327,000 | -58.9% | 4,951 | -66.6% | 0.00% | -40.0% |
| Q2 2015 | $795,000 | -1.6% | 14,804 | -1.3% | 0.01% | 0.0% |
| Q1 2015 | $808,000 | +3.3% | 15,004 | -0.7% | 0.01% | +25.0% |
| Q4 2014 | $782,000 | +61.9% | 15,104 | +53.9% | 0.00% | +33.3% |
| Q3 2014 | $483,000 | -74.1% | 9,813 | -76.2% | 0.00% | -62.5% |
| Q4 2013 | $1,865,000 | +703.9% | 41,225 | +628.6% | 0.01% | +700.0% |
| Q3 2013 | $232,000 | – | 5,658 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
| Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
| APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
| Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
| Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
| Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
| HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
| MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
| MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
| BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |