SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $768,000 | +4.6% | 11,617 | +0.0% | 0.53% | -0.9% |
| Q2 2017 | $734,000 | +4.6% | 11,615 | +0.0% | 0.54% | +0.2% |
| Q1 2017 | $702,000 | +8.3% | 11,613 | +0.0% | 0.53% | +4.1% |
| Q4 2016 | $648,000 | +1.2% | 11,611 | +0.0% | 0.51% | +1.2% |
| Q3 2016 | $640,000 | +3.7% | 11,609 | +0.0% | 0.51% | +2.2% |
| Q2 2016 | $617,000 | +1.5% | 11,607 | +0.0% | 0.50% | -6.4% |
| Q1 2016 | $608,000 | -14.1% | 11,606 | -14.4% | 0.53% | -19.2% |
| Q4 2015 | $708,000 | +4.6% | 13,554 | +0.0% | 0.66% | +2.5% |
| Q3 2015 | $677,000 | – | 13,552 | – | 0.64% | – |
Download | ||||||
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% |