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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
| Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
| Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
| Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
| Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
| Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
| Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
| Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
| Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
| HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |