SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.07 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $111,000 | – | 966 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Avantax Planning Partners, Inc. | 3,513,687 | $248,453,000 | 22.75% |
Marquette Asset Management, LLC | 844,050 | $59,683,000 | 22.10% |
Financial Engines Advisors L.L.C. | 9,210,328 | $651,313,000 | 18.71% |
TOTAL INVESTMENT MANAGEMENT INC | 675,455 | $47,761,000 | 14.08% |
Newport Wealth Strategies, Inc. | 200,783 | $15,213,000 | 10.89% |
Invst, LLC | 207,730 | $14,689,000 | 10.81% |
Denver PWM, LLC | 184,344 | $13,560,000 | 10.24% |
Harborview Advisors, LLC | 141,341 | $9,994,000 | 9.56% |
B & T Capital Management DBA Alpha Capital Management | 278,553 | $19,696,000 | 9.29% |
Spectrum Asset Management, Inc. (NB/CA) | 169,872 | $12,012,000 | 9.18% |