SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $205,000 | -17.7% | 3,280 | -20.1% | 0.01% | -23.5% |
| Q1 2017 | $249,000 | +8.7% | 4,107 | +0.0% | 0.02% | 0.0% |
| Q4 2016 | $229,000 | -21.0% | 4,105 | -21.6% | 0.02% | -22.7% |
| Q3 2016 | $290,000 | +3.6% | 5,234 | -1.9% | 0.02% | -4.3% |
| Q2 2016 | $280,000 | 0.0% | 5,334 | +0.1% | 0.02% | -11.5% |
| Q1 2016 | $280,000 | +20.2% | 5,331 | +20.4% | 0.03% | -10.3% |
| Q4 2015 | $233,000 | – | 4,428 | – | 0.03% | – |
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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% |