SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 221 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,672,000 | +450.0% | 10,212 | +396.0% | 0.11% | +358.3% |
| Q3 2021 | $304,000 | -1.0% | 2,059 | -2.1% | 0.02% | -4.0% |
| Q2 2021 | $307,000 | +6.6% | 2,104 | -5.2% | 0.02% | -3.8% |
| Q1 2021 | $288,000 | +5.5% | 2,219 | +4.3% | 0.03% | 0.0% |
| Q4 2020 | $273,000 | +12.8% | 2,127 | +1.0% | 0.03% | 0.0% |
| Q3 2020 | $242,000 | +9.0% | 2,105 | -3.7% | 0.03% | 0.0% |
| Q2 2020 | $222,000 | +24.7% | 2,186 | -2.0% | 0.03% | +13.0% |
| Q1 2020 | $178,000 | -16.0% | 2,231 | -2.3% | 0.02% | +4.5% |
| Q4 2019 | $212,000 | +11.0% | 2,284 | +0.4% | 0.02% | +4.8% |
| Q3 2019 | $191,000 | +0.5% | 2,276 | -0.2% | 0.02% | +5.0% |
| Q2 2019 | $190,000 | +32.9% | 2,281 | +9.8% | 0.02% | -33.3% |
| Q4 2018 | $143,000 | +1000.0% | 2,078 | +939.0% | 0.03% | +650.0% |
| Q3 2017 | $13,000 | -100.0% | 200 | -58.3% | 0.00% | -42.9% |
| Q2 2017 | $30,000,000 | +25.0% | 480 | +26.0% | 0.01% | 0.0% |
| Q1 2017 | $24,000,000 | -74.5% | 381 | -77.5% | 0.01% | -58.8% |
| Q4 2016 | $94,000,000 | +939900.0% | 1,692 | +834.8% | 0.02% | +750.0% |
| Q3 2016 | $10,000 | +11.1% | 181 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $9,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $9,000 | – | 181 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,647,160 | $299,140,000 | 23.95% |
| Marquette Asset Management, LLC | 909,798 | $74,622,000 | 23.44% |
| APPLETON GROUP, LLC | 244,191 | $20,029,000 | 21.22% |
| Financial Engines Advisors L.L.C. | 10,911,049 | $894,897,000 | 17.06% |
| Fund Evaluation Group, LLC | 1,097,932 | $90,052,000 | 14.87% |
| Newport Wealth Strategies, Inc. | 135,502 | $10,172,000 | 12.97% |
| Financial Management Professionals, Inc. | 389,987 | $31,987,000 | 12.42% |
| TOTAL INVESTMENT MANAGEMENT INC | 679,537 | $55,736,000 | 12.32% |
| PIERSHALE FINANCIAL GROUP, INC. | 299,995 | $24,606,000 | 12.01% |
| Harborview Advisors, LLC | 124,130 | $10,181,000 | 10.35% |