SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $85,000 | -2.3% | 1,203 | -8.2% | 0.11% | -7.0% |
| Q3 2017 | $87,000 | -63.1% | 1,310 | -64.9% | 0.12% | -64.9% |
| Q2 2017 | $236,000 | -88.7% | 3,730 | -89.2% | 0.33% | -87.2% |
| Q1 2017 | $2,093,000 | -15.4% | 34,607 | -21.9% | 2.57% | -3.2% |
| Q4 2016 | $2,474,000 | +2.8% | 44,313 | +2.2% | 2.65% | +3.7% |
| Q3 2016 | $2,407,000 | +10.2% | 43,376 | +4.2% | 2.56% | +14.2% |
| Q2 2016 | $2,184,000 | -15.4% | 41,619 | -15.5% | 2.24% | -14.8% |
| Q1 2016 | $2,581,000 | +2.6% | 49,232 | +3.4% | 2.63% | +8.8% |
| Q4 2015 | $2,516,000 | +12.3% | 47,628 | +6.3% | 2.42% | +19.0% |
| Q3 2015 | $2,240,000 | +53.6% | 44,825 | +65.0% | 2.03% | +63.1% |
| Q2 2015 | $1,458,000 | +102.2% | 27,168 | +103.1% | 1.24% | +114.1% |
| Q1 2015 | $721,000 | +107.8% | 13,378 | +99.9% | 0.58% | +127.8% |
| Q4 2014 | $347,000 | +9.1% | 6,694 | +3.5% | 0.26% | +2.4% |
| Q3 2014 | $318,000 | +6.4% | 6,467 | +5.0% | 0.25% | +8.7% |
| Q2 2014 | $299,000 | +730.6% | 6,158 | +689.5% | 0.23% | +689.7% |
| Q1 2014 | $36,000 | – | 780 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 849,509 | $70,688,000 | 23.88% |
| APPLETON GROUP, LLC | 248,749 | $20,698,000 | 23.10% |
| Avantax Planning Partners, Inc. | 3,957,211 | $333,712,000 | 21.59% |
| Fund Evaluation Group, LLC | 1,378,707 | $114,722,000 | 19.35% |
| Reitz Capital Advisors LLC | 203,482 | $16,932,000 | 19.09% |
| Roof Advisory Group, Inc. | 303,965 | $25,292,000 | 14.71% |
| Mokosak Advisory Group, LLC | 233,547 | $19,461,000 | 13.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 196,482 | $16,349,000 | 13.10% |
| HHM Wealth Advisors, LLC | 262,104 | $21,810,000 | 12.86% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 119,104 | $9,910,000 | 12.78% |