SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 207 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,983 | +62.9% | 6,119 | +67.9% | 0.04% | +60.9% |
| Q2 2023 | $273,193 | +5.9% | 3,645 | -0.1% | 0.02% | -60.3% |
| Q4 2017 | $258,000 | +7.5% | 3,647 | +0.3% | 0.06% | +3.6% |
| Q3 2017 | $240,000 | +4.8% | 3,637 | +0.3% | 0.06% | -1.8% |
| Q2 2017 | $229,000 | +4.6% | 3,625 | +0.3% | 0.06% | 0.0% |
| Q1 2017 | $219,000 | -11.7% | 3,615 | -18.5% | 0.06% | -17.4% |
| Q4 2016 | $248,000 | +1.2% | 4,436 | +0.3% | 0.07% | -1.4% |
| Q3 2016 | $245,000 | -16.1% | 4,423 | -20.6% | 0.07% | -12.5% |
| Q2 2016 | $292,000 | -4.3% | 5,573 | -4.2% | 0.08% | -3.6% |
| Q1 2016 | $305,000 | +43.9% | 5,817 | +44.9% | 0.08% | +50.9% |
| Q4 2015 | $212,000 | +76.7% | 4,014 | +66.0% | 0.06% | +77.4% |
| Q3 2015 | $120,000 | +155.3% | 2,418 | +174.1% | 0.03% | +138.5% |
| Q2 2015 | $47,000 | +487.5% | 882 | +530.0% | 0.01% | +550.0% |
| Q1 2015 | $8,000 | – | 140 | – | 0.00% | – |
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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% |