SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $9,377,000 | -18.3% | 136,043 | -2.8% | 6.70% | -20.2% |
| Q3 2018 | $11,484,000 | +7.3% | 140,019 | -0.8% | 8.39% | +7.1% |
| Q2 2018 | $10,700,000 | +8.3% | 141,205 | +2.5% | 7.84% | -1.8% |
| Q1 2018 | $9,879,000 | -21.5% | 137,761 | -22.6% | 7.98% | -10.9% |
| Q4 2017 | $12,578,000 | +6.1% | 177,888 | -0.8% | 8.96% | +18.0% |
| Q3 2017 | $11,854,000 | +2.8% | 179,413 | +1.1% | 7.59% | +6.2% |
| Q2 2017 | $11,529,000 | +10.8% | 177,450 | +3.1% | 7.15% | -2.7% |
| Q1 2017 | $10,407,000 | -22.3% | 172,071 | -28.2% | 7.34% | -46.6% |
| Q4 2016 | $13,387,000 | – | 239,779 | – | 13.76% | – |
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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% |