SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $11,712,000 | +7.1% | 177,261 | +2.5% | 0.07% | +1.4% |
| Q2 2017 | $10,931,000 | +14.2% | 172,964 | +9.3% | 0.07% | +7.8% |
| Q1 2017 | $9,573,000 | +33.2% | 158,283 | +23.0% | 0.06% | +20.8% |
| Q4 2016 | $7,186,000 | +0.5% | 128,706 | -0.2% | 0.05% | -7.0% |
| Q3 2016 | $7,153,000 | +7.3% | 128,923 | +1.4% | 0.06% | +1.8% |
| Q2 2016 | $6,668,000 | -6.2% | 127,083 | -6.3% | 0.06% | -11.1% |
| Q1 2016 | $7,109,000 | -1.4% | 135,612 | -0.6% | 0.06% | -7.4% |
| Q4 2015 | $7,207,000 | +205.4% | 136,426 | +189.0% | 0.07% | +172.0% |
| Q3 2015 | $2,360,000 | -8.3% | 47,214 | -1.5% | 0.02% | -3.8% |
| Q2 2015 | $2,573,000 | +1173.8% | 47,942 | +1180.2% | 0.03% | +1200.0% |
| Q1 2015 | $202,000 | -22.6% | 3,745 | -25.7% | 0.00% | -33.3% |
| Q4 2014 | $261,000 | -2.6% | 5,041 | -7.4% | 0.00% | 0.0% |
| Q3 2014 | $268,000 | +22.4% | 5,445 | +20.7% | 0.00% | 0.0% |
| Q2 2014 | $219,000 | – | 4,511 | – | 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% |