Freestone Capital Holdings, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Freestone Capital Holdings, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2020$401,000
+32.8%
3,944
+4.0%
0.01%
-28.6%
Q1 2020$302,000
+17.5%
3,792
+24.0%
0.01%
+16.7%
Q3 2019$257,0003,0580.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 3,634,327$275,409,00024.60%
APPLETON GROUP, LLC 236,494$17,922,00023.55%
Marquette Asset Management, LLC 920,185$69,732,00023.36%
Financial Engines Advisors L.L.C. 10,064,203$762,685,00018.13%
Fund Evaluation Group, LLC 1,363,060$103,293,00016.44%
Financial Management Professionals, Inc. 397,172$30,098,00012.26%
TOTAL INVESTMENT MANAGEMENT INC 681,215$51,622,00011.91%
Newport Wealth Strategies, Inc. 128,061$9,704,00011.23%
Spectrum Asset Management, Inc. (NB/CA) 165,663$12,554,00011.11%
Krilogy Financial LLC 539,323$40,870,00010.31%
View complete list of SCHWAB STRATEGIC TR shareholders