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% | – |
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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% |