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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,724,000 | +2.4% | 28,511 | -5.4% | 0.98% | -4.3% |
| Q4 2016 | $1,683,000 | -1.9% | 30,148 | -2.5% | 1.02% | -3.6% |
| Q3 2016 | $1,715,000 | +2.3% | 30,917 | -3.2% | 1.06% | -19.0% |
| Q2 2016 | $1,676,000 | +3.8% | 31,945 | +3.7% | 1.31% | +2.3% |
| Q1 2016 | $1,615,000 | +3.1% | 30,802 | +3.8% | 1.28% | +1.1% |
| Q4 2015 | $1,567,000 | +13.7% | 29,669 | +7.6% | 1.27% | +6.6% |
| Q3 2015 | $1,378,000 | +0.6% | 27,568 | +8.0% | 1.19% | +2.1% |
| Q2 2015 | $1,370,000 | +8.6% | 25,533 | +9.1% | 1.16% | +8.2% |
| Q1 2015 | $1,261,000 | +13.2% | 23,408 | +8.8% | 1.08% | +13.1% |
| Q4 2014 | $1,114,000 | – | 21,506 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |