SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 207 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $214,000 | -10.1% | 2,606 | -17.1% | 0.07% | -16.3% |
Q2 2018 | $238,000 | -8.8% | 3,143 | -13.7% | 0.09% | -10.4% |
Q1 2018 | $261,000 | -20.7% | 3,643 | -21.7% | 0.10% | -20.0% |
Q4 2017 | $329,000 | -2.7% | 4,655 | -9.0% | 0.12% | -0.8% |
Q3 2017 | $338,000 | +2.4% | 5,113 | -2.2% | 0.12% | -0.8% |
Q2 2017 | $330,000 | -8.8% | 5,229 | -12.5% | 0.12% | -10.9% |
Q1 2017 | $362,000 | +31.2% | 5,979 | +20.7% | 0.14% | +24.5% |
Q4 2016 | $276,000 | +0.4% | 4,952 | 0.0% | 0.11% | -5.2% |
Q3 2016 | $275,000 | -17.2% | 4,952 | -21.2% | 0.12% | -28.8% |
Q4 2015 | $332,000 | – | 6,284 | – | 0.16% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Northern Capital Management, Inc. | 473,084 | $34,402,691 | 32.12% |
Thrive Wealth Management, LLC | 1,234,934 | $89,804,434 | 23.89% |
Marquette Asset Management, LLC | 1,090,081 | $79,270,700 | 18.80% |
Financial Advisors, LLC | 922,244 | $67,065,556 | 16.60% |
Legacy Financial Strategies, LLC | 649,549 | $49,554,130 | 15.93% |
Fund Evaluation Group, LLC | 2,440,415 | $177,467 | 15.77% |
Avantax Planning Partners, Inc. | 5,132,324 | $373,222,603 | 15.61% |
Triton Wealth Management, PLLC | 310,011 | $23,179,006 | 15.59% |
Aspen Wealth Strategies, LLC | 250,439 | $18,214,792 | 14.21% |
HHM Wealth Advisors, LLC | 967,878 | $70,384,087 | 13.75% |