SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,340,000 | +4.9% | 53,875 | 0.0% | 0.40% | +16.8% |
| Q1 2016 | $2,230,000 | +4.4% | 53,875 | 0.0% | 0.34% | +48.5% |
| Q4 2015 | $2,136,000 | +6.6% | 53,875 | 0.0% | 0.23% | +7.5% |
| Q3 2015 | $2,004,000 | +2.4% | 53,875 | 0.0% | 0.21% | +17.0% |
| Q2 2015 | $1,957,000 | -10.4% | 53,875 | 0.0% | 0.18% | -8.5% |
| Q1 2015 | $2,185,000 | +4.1% | 53,875 | 0.0% | 0.20% | +4.7% |
| Q4 2014 | $2,098,000 | +14.3% | 53,875 | 0.0% | 0.19% | +11.8% |
| Q3 2014 | $1,835,000 | -3.7% | 53,875 | 0.0% | 0.17% | -15.4% |
| Q2 2014 | $1,906,000 | +6.8% | 53,875 | 0.0% | 0.20% | -4.7% |
| Q1 2014 | $1,784,000 | +9.4% | 53,875 | 0.0% | 0.21% | +11.1% |
| Q4 2013 | $1,630,000 | -2.1% | 53,875 | 0.0% | 0.19% | -10.8% |
| Q3 2013 | $1,665,000 | -3.6% | 53,875 | 0.0% | 0.21% | -2.7% |
| Q2 2013 | $1,728,000 | – | 53,875 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |