SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 82 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 1.74 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $22,000 | +10.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $20,000 | +5.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $19,000 | +5.6% | 300 | 0.0% | 0.01% | +10.0% |
| Q1 2017 | $18,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $17,000 | +6.2% | 300 | 0.0% | 0.01% | +10.0% |
| Q2 2016 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% |
| Q1 2016 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $16,000 | +6.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $15,000 | -6.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% |
| Q4 2014 | $16,000 | +6.7% | 300 | 0.0% | 0.01% | +9.1% |
| Q3 2014 | $15,000 | +7.1% | 300 | 0.0% | 0.01% | +10.0% |
| Q2 2014 | $14,000 | – | 300 | – | 0.01% | – |
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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% |