SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $452,000 | -68.5% | 5,648 | -63.4% | 0.44% | -66.5% |
| Q4 2019 | $1,434,000 | -17.9% | 15,433 | -25.7% | 1.30% | -21.8% |
| Q3 2019 | $1,746,000 | -7.8% | 20,780 | -8.7% | 1.67% | -10.0% |
| Q2 2019 | $1,894,000 | +5.4% | 22,763 | +0.6% | 1.85% | +0.1% |
| Q1 2019 | $1,797,000 | -13.8% | 22,626 | -25.2% | 1.85% | -32.7% |
| Q4 2018 | $2,085,000 | -56.0% | 30,258 | -47.6% | 2.75% | -51.0% |
| Q3 2018 | $4,734,000 | +15.6% | 57,721 | +7.4% | 5.62% | +61.0% |
| Q2 2018 | $4,095,000 | +112.7% | 53,737 | +94.7% | 3.49% | +109.7% |
| Q1 2018 | $1,925,000 | -29.0% | 27,602 | -25.5% | 1.66% | -26.8% |
| Q4 2017 | $2,710,000 | -29.6% | 37,067 | -35.7% | 2.27% | -29.0% |
| Q3 2017 | $3,851,000 | -61.2% | 57,639 | -63.2% | 3.20% | -62.5% |
| Q2 2017 | $9,917,000 | -3.1% | 156,510 | -8.0% | 8.55% | -8.2% |
| Q1 2017 | $10,236,000 | -15.5% | 170,040 | -19.2% | 9.31% | -16.9% |
| Q4 2016 | $12,113,000 | – | 210,490 | – | 11.20% | – |
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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% |