SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $166,000 | +4.4% | 2,000 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $159,000 | +15.2% | 2,000 | 0.0% | 0.06% | -6.6% |
| Q4 2018 | $138,000 | -15.9% | 2,000 | 0.0% | 0.06% | +13.0% |
| Q3 2018 | $164,000 | +7.9% | 2,000 | 0.0% | 0.05% | -12.9% |
| Q2 2018 | $152,000 | +6.3% | 2,000 | 0.0% | 0.06% | +47.6% |
| Q1 2018 | $143,000 | +1.4% | 2,000 | 0.0% | 0.04% | -6.7% |
| Q4 2017 | $141,000 | +6.8% | 2,000 | 0.0% | 0.04% | -15.1% |
| Q3 2017 | $132,000 | +1.5% | 2,000 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $130,000 | +3.2% | 2,000 | 0.0% | 0.05% | -1.8% |
| Q1 2017 | $126,000 | +12.5% | 2,000 | 0.0% | 0.06% | +14.6% |
| Q4 2016 | $112,000 | +0.9% | 2,000 | 0.0% | 0.05% | -25.0% |
| Q3 2016 | $111,000 | +0.9% | 2,000 | 0.0% | 0.06% | -7.2% |
| Q2 2016 | $110,000 | +111.5% | 2,000 | +100.0% | 0.07% | +60.5% |
| Q1 2016 | $52,000 | – | 1,000 | – | 0.04% | – |
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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% |