SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $398,000 | +8.2% | 4,295 | -0.9% | 0.39% | -10.4% |
| Q3 2019 | $368,000 | +1.9% | 4,335 | 0.0% | 0.43% | +15.5% |
| Q2 2019 | $361,000 | +4.9% | 4,335 | 0.0% | 0.37% | -1.6% |
| Q1 2019 | $344,000 | -7.8% | 4,335 | -10.5% | 0.38% | -11.9% |
| Q4 2018 | $373,000 | 0.0% | 4,845 | 0.0% | 0.43% | +20.4% |
| Q3 2018 | $373,000 | -2.1% | 4,845 | -0.2% | 0.36% | +7.9% |
| Q2 2018 | $381,000 | +2.7% | 4,855 | -3.6% | 0.33% | -3.8% |
| Q1 2018 | $371,000 | -11.5% | 5,035 | -10.2% | 0.34% | -7.8% |
| Q4 2017 | $419,000 | – | 5,605 | – | 0.37% | – |
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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% |