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 2019 | $91,000 | +1416.7% | 1,098 | +1255.6% | 0.00% | – |
| Q2 2018 | $6,000 | +100.0% | 81 | +55.8% | 0.00% | – |
| Q3 2017 | $3,000 | -99.2% | 52 | -99.3% | 0.00% | -100.0% |
| Q2 2016 | $380,000 | -57.1% | 7,249 | -57.1% | 0.02% | -57.9% |
| Q1 2016 | $886,000 | -46.0% | 16,904 | -45.6% | 0.04% | -46.5% |
| Q4 2015 | $1,641,000 | +8.8% | 31,062 | +3.0% | 0.07% | +7.6% |
| Q3 2015 | $1,508,000 | -12.3% | 30,163 | -5.9% | 0.07% | 0.0% |
| Q2 2015 | $1,720,000 | -1.8% | 32,055 | -1.4% | 0.07% | 0.0% |
| Q1 2015 | $1,752,000 | -1.5% | 32,518 | -5.3% | 0.07% | -2.9% |
| Q4 2014 | $1,779,000 | -33.4% | 34,355 | -36.7% | 0.07% | -33.3% |
| Q3 2014 | $2,670,000 | +0.3% | 54,286 | -1.1% | 0.10% | +3.0% |
| Q2 2014 | $2,662,000 | +19.9% | 54,868 | +13.7% | 0.10% | +15.1% |
| Q1 2014 | $2,221,000 | +52.8% | 48,273 | +50.2% | 0.09% | +53.6% |
| Q4 2013 | $1,454,000 | +47.2% | 32,134 | +33.6% | 0.06% | +40.0% |
| Q3 2013 | $988,000 | +19.0% | 24,052 | +10.4% | 0.04% | +14.3% |
| Q2 2013 | $830,000 | – | 21,784 | – | 0.04% | – |
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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% |