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 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. | 3,634,327 | $275,409,000 | 24.60% |
| APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
| Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
| Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
| Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
| Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
| TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
| Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
| Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
| Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |