SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 255 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,785,000 | -0.9% | 56,962 | -1.9% | 4.05% | -4.8% |
| Q2 2019 | $4,829,000 | +5.2% | 58,036 | +0.4% | 4.25% | +2.4% |
| Q1 2019 | $4,591,000 | +22.0% | 57,797 | +5.8% | 4.15% | +19.7% |
| Q4 2018 | $3,764,000 | +150.8% | 54,606 | +129.9% | 3.47% | +161.6% |
| Q2 2017 | $1,501,000 | +8.8% | 23,751 | +4.1% | 1.33% | +7.7% |
| Q1 2017 | $1,379,000 | – | 22,807 | – | 1.23% | – |
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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% |