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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,489 | -2.0% | 10,444 | +1.0% | 0.27% | +2.6% |
| Q2 2023 | $774,742 | +3.1% | 10,337 | -10.3% | 0.27% | -5.0% |
| Q1 2023 | $751,422 | +27.4% | 11,530 | +8.6% | 0.28% | +13.8% |
| Q4 2022 | $589,821 | +2084.5% | 10,616 | +3078.4% | 0.25% | +1135.0% |
| Q3 2018 | $27,000 | +8.0% | 334 | 0.0% | 0.02% | -9.1% |
| Q2 2018 | $25,000 | +1150.0% | 334 | +943.8% | 0.02% | +1000.0% |
| Q4 2017 | $2,000 | – | 32 | – | 0.00% | – |
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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% |