SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |