SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 207 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2016 | $294,000 | +7.7% | 5,293 | +1.8% | 0.41% | +4.1% |
Q2 2016 | $273,000 | -0.4% | 5,198 | -0.6% | 0.40% | +5.3% |
Q1 2016 | $274,000 | -1.1% | 5,232 | -0.0% | 0.38% | -1.3% |
Q4 2015 | $277,000 | -1.8% | 5,234 | -1.9% | 0.38% | +6.1% |
Q3 2015 | $282,000 | -0.7% | 5,334 | 0.0% | 0.36% | +8.2% |
Q2 2015 | $284,000 | +6.4% | 5,334 | +8.9% | 0.33% | +5.1% |
Q1 2015 | $267,000 | -0.7% | 4,897 | -5.7% | 0.32% | +1.6% |
Q4 2014 | $269,000 | +6.3% | 5,193 | -3.6% | 0.31% | +12.3% |
Q3 2014 | $253,000 | – | 5,387 | – | 0.28% | – |
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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% |