SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |