SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $84,000 | 0.0% | 1,564 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $84,000 | +1.2% | 1,564 | 0.0% | 0.01% | -13.3% |
| Q4 2016 | $83,000 | -4.6% | 1,564 | 0.0% | 0.02% | -6.2% |
| Q3 2016 | $87,000 | -1.1% | 1,564 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $88,000 | +2.3% | 1,564 | 0.0% | 0.02% | +6.7% |
| Q1 2016 | $86,000 | +2.4% | 1,564 | 0.0% | 0.02% | -6.2% |
| Q4 2015 | $84,000 | -1.2% | 1,564 | 0.0% | 0.02% | -5.9% |
| Q3 2015 | $85,000 | – | 1,564 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
| Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
| SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
| FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
| JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
| Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
| BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
| Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
| Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |