SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $326,000 | +9.8% | 7,759 | +5.9% | 0.16% | -5.3% |
| Q1 2016 | $297,000 | +6.5% | 7,328 | +5.3% | 0.17% | +22.3% |
| Q4 2015 | $279,000 | +6.9% | 6,958 | +3.8% | 0.14% | 0.0% |
| Q3 2015 | $261,000 | -2.6% | 6,706 | +6.8% | 0.14% | +16.8% |
| Q2 2015 | $268,000 | +4.3% | 6,281 | +5.5% | 0.12% | +8.2% |
| Q1 2015 | $257,000 | -2.7% | 5,951 | -8.3% | 0.11% | -2.7% |
| Q4 2014 | $264,000 | +1.1% | 6,487 | -3.7% | 0.11% | -3.4% |
| Q3 2014 | $261,000 | -9.7% | 6,737 | -6.3% | 0.12% | -4.9% |
| Q2 2014 | $289,000 | +12.5% | 7,192 | +8.2% | 0.12% | +7.0% |
| Q1 2014 | $257,000 | -13.5% | 6,648 | -16.1% | 0.12% | -13.5% |
| Q4 2013 | $297,000 | -12.6% | 7,921 | -19.3% | 0.13% | -16.9% |
| Q3 2013 | $340,000 | +37.1% | 9,811 | +26.5% | 0.16% | +23.1% |
| Q2 2013 | $248,000 | – | 7,756 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |