SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,988,000 | -12.3% | 102,680 | -12.3% | 3.73% | -7.3% |
| Q4 2016 | $3,409,000 | -6.1% | 117,135 | -0.4% | 4.02% | -3.0% |
| Q3 2016 | $3,630,000 | +3.3% | 117,556 | -3.7% | 4.15% | +2.9% |
| Q2 2016 | $3,515,000 | -2.8% | 122,080 | -2.3% | 4.04% | -5.5% |
| Q1 2016 | $3,616,000 | +1.5% | 124,894 | +1.1% | 4.27% | +5.0% |
| Q4 2015 | $3,561,000 | -7.0% | 123,526 | -7.9% | 4.07% | -5.5% |
| Q3 2015 | $3,827,000 | -10.0% | 134,089 | -1.3% | 4.30% | +1.2% |
| Q2 2015 | $4,250,000 | +3.6% | 135,792 | -0.2% | 4.25% | +4.1% |
| Q1 2015 | $4,102,000 | +5.4% | 136,011 | +0.8% | 4.09% | +4.6% |
| Q4 2014 | $3,892,000 | – | 134,915 | – | 3.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |