SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,943 | +43824.0% | 453 | +45200.0% | 0.00% | – |
| Q2 2023 | $75 | -98.9% | 1 | -99.2% | 0.00% | -100.0% |
| Q3 2022 | $7,000 | -93.5% | 126 | -93.5% | 0.00% | -95.8% |
| Q4 2016 | $108,000 | -81.0% | 1,938 | -81.1% | 0.02% | -82.2% |
| Q3 2016 | $569,000 | +25.9% | 10,249 | +19.0% | 0.14% | +21.6% |
| Q2 2016 | $452,000 | +7.4% | 8,615 | +7.2% | 0.11% | +0.9% |
| Q1 2016 | $421,000 | +14.1% | 8,033 | +14.9% | 0.11% | +11.1% |
| Q4 2015 | $369,000 | +5.1% | 6,990 | -0.4% | 0.10% | +10.0% |
| Q3 2015 | $351,000 | +35.5% | 7,017 | +45.6% | 0.09% | +38.5% |
| Q2 2015 | $259,000 | +70.4% | 4,820 | +70.6% | 0.06% | +71.1% |
| Q1 2015 | $152,000 | +58.3% | 2,825 | +52.3% | 0.04% | +40.7% |
| Q4 2014 | $96,000 | +54.8% | 1,855 | +36.8% | 0.03% | +50.0% |
| Q3 2014 | $62,000 | +59.0% | 1,356 | +59.5% | 0.02% | +50.0% |
| Q2 2014 | $39,000 | +18.2% | 850 | +19.7% | 0.01% | +9.1% |
| Q1 2014 | $33,000 | +37.5% | 710 | +34.5% | 0.01% | +37.5% |
| Q4 2013 | $24,000 | – | 528 | – | 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% |