SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |