SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $23,000 | +9.5% | 282 | +0.4% | 0.08% | +11.4% |
| Q2 2018 | $21,000 | +5.0% | 281 | 0.0% | 0.07% | -12.5% |
| Q1 2018 | $20,000 | -58.3% | 281 | -58.7% | 0.08% | -32.2% |
| Q4 2017 | $48,000 | +6.7% | 681 | 0.0% | 0.12% | -9.9% |
| Q3 2017 | $45,000 | +4.7% | 681 | 0.0% | 0.13% | +52.3% |
| Q2 2017 | $43,000 | +4.9% | 681 | 0.0% | 0.09% | +14.7% |
| Q1 2017 | $41,000 | +7.9% | 681 | 0.0% | 0.08% | +11.9% |
| Q4 2016 | $38,000 | 0.0% | 681 | 0.0% | 0.07% | +1.5% |
| Q3 2016 | $38,000 | +5.6% | 681 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $36,000 | 0.0% | 681 | 0.0% | 0.07% | +3.1% |
| Q1 2016 | $36,000 | 0.0% | 681 | -1.0% | 0.06% | +3.2% |
| Q4 2015 | $36,000 | – | 688 | – | 0.06% | – |
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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% |