SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $2,425,000 | +0.7% | 43,283 | +0.7% | 0.55% | +2.2% |
| Q4 2016 | $2,408,000 | +2.3% | 42,983 | +1.7% | 0.54% | +87.4% |
| Q3 2016 | $2,354,000 | +6.8% | 42,255 | +0.3% | 0.29% | -4.3% |
| Q2 2016 | $2,205,000 | +1.7% | 42,144 | +1.5% | 0.30% | +3.1% |
| Q1 2016 | $2,169,000 | +3.4% | 41,527 | +4.6% | 0.29% | +3.6% |
| Q4 2015 | $2,097,000 | +2.6% | 39,704 | -3.5% | 0.28% | +1.1% |
| Q3 2015 | $2,044,000 | +102.8% | 41,155 | +120.3% | 0.28% | +113.1% |
| Q2 2015 | $1,008,000 | – | 18,680 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |