FIRST FOUNDATION ADVISORS - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 116 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2018$245,000
-80.6%
4,835
-80.0%
0.02%
-77.9%
Q4 2017$1,260,000
+189.7%
24,212
+186.7%
0.07%
+142.9%
Q4 2016$435,000
+12.7%
8,445
+14.6%
0.03%
-17.6%
Q4 2014$386,0007,3690.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2015
NameSharesValueWeighting ↓
Rockbridge Investment Management, LCC 1,967,402$90,815,26715.97%
THEORY FINANCIAL LLC 562,134$25,948,10514.94%
Tenret Co LLC 332,727$15,358,67812.86%
FFG RETIREMENT ADVISORS LLC 297,664$13,740,17011.00%
FINANCIAL LIFE ADVISORS 495,831$22,887,5599.55%
Pioneer Wealth Management Group 254,394$11,742,8429.33%
KilterHowling LLC 233,994$10,801,1609.24%
RATIONAL ADVISORS LLC 2,404,877$111,009,1229.19%
Members Advisory Group LLC 293,295$13,538,5928.44%
BlueSky Wealth Advisors, LLC 902,144$41,642,9568.37%
View complete list of SCHWAB STRATEGIC TR shareholders