SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
| Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
| Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
| Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
| Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
| Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
| Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
| Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
| Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
| HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |