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 ↓ |
|---|---|---|---|
| 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% |