SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,293,000 | +96.5% | 23,162 | +95.2% | 0.04% | +82.6% |
| Q3 2016 | $658,000 | +33.7% | 11,863 | +26.6% | 0.02% | +27.8% |
| Q2 2016 | $492,000 | +13.1% | 9,374 | +12.9% | 0.02% | 0.0% |
| Q1 2016 | $435,000 | +80.5% | 8,300 | +82.3% | 0.02% | +63.6% |
| Q4 2015 | $241,000 | +3342.9% | 4,554 | +3107.0% | 0.01% | +1000.0% |
| Q2 2014 | $7,000 | -50.0% | 142 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $14,000 | +133.3% | 284 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | +20.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $5,000 | – | 142 | – | 0.00% | – |
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% |