SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $321,000 | -64.5% | 3,913 | -69.0% | 0.01% | -55.6% |
| Q1 2018 | $905,000 | +47.2% | 12,620 | +45.0% | 0.03% | +58.8% |
| Q4 2017 | $615,000 | -3.5% | 8,701 | -9.8% | 0.02% | 0.0% |
| Q3 2017 | $637,000 | -30.5% | 9,646 | -42.3% | 0.02% | -55.3% |
| Q3 2016 | $916,000 | +13.1% | 16,714 | +8.3% | 0.04% | +2.7% |
| Q2 2016 | $810,000 | +77.6% | 15,431 | +77.2% | 0.04% | +76.2% |
| Q1 2016 | $456,000 | – | 8,707 | – | 0.02% | – |
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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% |