SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |