SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $148,000 | +18.4% | 1,459 | -7.1% | 0.04% | +4.7% |
| Q1 2020 | $125,000 | -17.8% | 1,571 | -4.1% | 0.04% | 0.0% |
| Q4 2019 | $152,000 | +108.2% | 1,639 | +88.6% | 0.04% | +104.8% |
| Q3 2019 | $73,000 | +32.7% | 869 | +30.5% | 0.02% | +31.2% |
| Q2 2019 | $55,000 | +205.6% | 666 | +197.3% | 0.02% | +166.7% |
| Q1 2019 | $18,000 | +50.0% | 224 | +26.6% | 0.01% | +50.0% |
| Q4 2018 | $12,000 | -20.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +15.4% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | +8.3% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -7.7% | 177 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | +18.2% | 177 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 177 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $11,000 | +10.0% | 177 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $10,000 | 0.0% | 177 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 177 | 0.0% | 0.01% | +14.3% |
| Q2 2016 | $9,000 | 0.0% | 177 | 0.0% | 0.01% | +16.7% |
| Q1 2016 | $9,000 | 0.0% | 177 | 0.0% | 0.01% | -14.3% |
| Q4 2015 | $9,000 | – | 177 | – | 0.01% | – |
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% |