SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $9,633,000 | +24.4% | 116,487 | +7.8% | 2.92% | +12.2% |
| Q4 2018 | $7,746,000 | -7.1% | 108,072 | +6.4% | 2.60% | -1.8% |
| Q3 2018 | $8,335,000 | +9.4% | 101,617 | +3.6% | 2.65% | +5.0% |
| Q2 2018 | $7,622,000 | +8.2% | 98,108 | +2.5% | 2.53% | +6.0% |
| Q1 2018 | $7,046,000 | -2.8% | 95,729 | -0.6% | 2.38% | -1.9% |
| Q4 2017 | $7,248,000 | +14.0% | 96,282 | +0.0% | 2.43% | +7.2% |
| Q3 2017 | $6,359,000 | +2.8% | 96,242 | +1.2% | 2.26% | -1.8% |
| Q2 2017 | $6,185,000 | +13.9% | 95,105 | +5.9% | 2.31% | +8.4% |
| Q1 2017 | $5,432,000 | +13.6% | 89,807 | +4.9% | 2.13% | +4.8% |
| Q4 2016 | $4,781,000 | -4.0% | 85,633 | -4.6% | 2.03% | -4.6% |
| Q3 2016 | $4,981,000 | +2.3% | 89,772 | -3.2% | 2.13% | -4.1% |
| Q2 2016 | $4,869,000 | +4.1% | 92,787 | +3.9% | 2.22% | +0.2% |
| Q1 2016 | $4,679,000 | +0.8% | 89,266 | +1.6% | 2.22% | -0.6% |
| Q4 2015 | $4,640,000 | +6.0% | 87,826 | +0.3% | 2.23% | +8.3% |
| Q3 2015 | $4,378,000 | +1.4% | 87,596 | +9.6% | 2.06% | +2.8% |
| Q2 2015 | $4,317,000 | +2.5% | 79,911 | +2.3% | 2.00% | +0.2% |
| Q1 2015 | $4,210,000 | +6.6% | 78,152 | +0.9% | 2.00% | +1.7% |
| Q4 2014 | $3,949,000 | +9.7% | 77,462 | +1.1% | 1.97% | +3.5% |
| Q3 2014 | $3,601,000 | -5.2% | 76,641 | -2.1% | 1.90% | -4.6% |
| Q2 2014 | $3,800,000 | +11.9% | 78,323 | +6.1% | 1.99% | +11.0% |
| Q1 2014 | $3,397,000 | +33.6% | 73,839 | +31.4% | 1.79% | +27.9% |
| Q4 2013 | $2,543,000 | +27.3% | 56,205 | +15.5% | 1.40% | +21.9% |
| Q3 2013 | $1,998,000 | +4.7% | 48,643 | +0.4% | 1.15% | +0.9% |
| Q2 2013 | $1,909,000 | – | 48,456 | – | 1.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,513,687 | $248,453,000 | 22.75% |
| Marquette Asset Management, LLC | 844,050 | $59,683,000 | 22.10% |
| Financial Engines Advisors L.L.C. | 9,210,328 | $651,313,000 | 18.71% |
| TOTAL INVESTMENT MANAGEMENT INC | 675,455 | $47,761,000 | 14.08% |
| Newport Wealth Strategies, Inc. | 200,783 | $15,213,000 | 10.89% |
| Invst, LLC | 207,730 | $14,689,000 | 10.81% |
| Denver PWM, LLC | 184,344 | $13,560,000 | 10.24% |
| Harborview Advisors, LLC | 141,341 | $9,994,000 | 9.56% |
| B & T Capital Management DBA Alpha Capital Management | 278,553 | $19,696,000 | 9.29% |
| Spectrum Asset Management, Inc. (NB/CA) | 169,872 | $12,012,000 | 9.18% |