SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,039,000 | +2.7% | 9,023 | -9.5% | 0.04% | -5.4% |
| Q2 2020 | $1,012,000 | +18.1% | 9,969 | -7.4% | 0.04% | 0.0% |
| Q1 2020 | $857,000 | -66.5% | 10,764 | -60.7% | 0.04% | -57.0% |
| Q4 2019 | $2,557,000 | +18.0% | 27,412 | +7.1% | 0.09% | +11.7% |
| Q3 2019 | $2,167,000 | +11.6% | 25,590 | +9.7% | 0.08% | +14.9% |
| Q2 2019 | $1,941,000 | +12.5% | 23,329 | +7.8% | 0.07% | +13.6% |
| Q1 2019 | $1,725,000 | +107.8% | 21,644 | +79.6% | 0.06% | +78.8% |
| Q4 2018 | $830,000 | +192.3% | 12,053 | +247.8% | 0.03% | +230.0% |
| Q3 2018 | $284,000 | -23.0% | 3,465 | -29.0% | 0.01% | -28.6% |
| Q2 2018 | $369,000 | -2.1% | 4,881 | -7.4% | 0.01% | -6.7% |
| Q1 2018 | $377,000 | -8.0% | 5,269 | -9.6% | 0.02% | -6.2% |
| Q4 2017 | $410,000 | +1.0% | 5,826 | -5.1% | 0.02% | -5.9% |
| Q3 2017 | $406,000 | -45.1% | 6,139 | -48.1% | 0.02% | -48.5% |
| Q2 2017 | $740,000 | +207.1% | 11,826 | +200.8% | 0.03% | +175.0% |
| Q1 2017 | $241,000 | -8.4% | 3,931 | -16.5% | 0.01% | -7.7% |
| Q4 2016 | $263,000 | -15.2% | 4,709 | -19.5% | 0.01% | -18.8% |
| Q4 2015 | $310,000 | +32.5% | 5,851 | +28.8% | 0.02% | -5.9% |
| Q4 2014 | $234,000 | – | 4,542 | – | 0.02% | – |
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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% |