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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $235,000 | +250.7% | 2,861 | +221.5% | 0.16% | +232.7% |
| Q2 2018 | $67,000 | -64.2% | 890 | -65.8% | 0.05% | -65.2% |
| Q1 2018 | $187,000 | +22.2% | 2,604 | +20.5% | 0.14% | +25.9% |
| Q4 2017 | $153,000 | +7.0% | 2,161 | 0.0% | 0.11% | +3.7% |
| Q3 2017 | $143,000 | -35.6% | 2,161 | -38.5% | 0.11% | -41.0% |
| Q2 2017 | $222,000 | +51.0% | 3,512 | +26.1% | 0.18% | +36.6% |
| Q4 2015 | $147,000 | – | 2,786 | – | 0.13% | – |
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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% |