SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 95 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $446,000 | +9.3% | 7,905 | +7.5% | 0.22% | -5.6% |
| Q1 2016 | $408,000 | +10.9% | 7,354 | +6.3% | 0.23% | +27.3% |
| Q4 2015 | $368,000 | -5.4% | 6,918 | -4.6% | 0.18% | -12.0% |
| Q3 2015 | $389,000 | +4.9% | 7,254 | +5.9% | 0.21% | +26.1% |
| Q2 2015 | $371,000 | -0.5% | 6,853 | +1.0% | 0.16% | +3.1% |
| Q1 2015 | $373,000 | +19.9% | 6,783 | +18.4% | 0.16% | +19.4% |
| Q4 2014 | $311,000 | +1.0% | 5,731 | +0.9% | 0.13% | -2.9% |
| Q3 2014 | $308,000 | 0.0% | 5,681 | +2.9% | 0.14% | +5.3% |
| Q2 2014 | $308,000 | +5.1% | 5,521 | +1.5% | 0.13% | 0.0% |
| Q1 2014 | $293,000 | -20.8% | 5,439 | -22.5% | 0.13% | -20.6% |
| Q4 2013 | $370,000 | -16.7% | 7,016 | -14.5% | 0.16% | -21.1% |
| Q3 2013 | $444,000 | +8.8% | 8,209 | +8.4% | 0.21% | -2.3% |
| Q2 2013 | $408,000 | – | 7,574 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FC Advisory LLC | 125,330 | $6,542,207 | 2.53% |
| Marotta Asset Management | 225,433 | $11,767,603 | 2.53% |
| CATALYST PRIVATE WEALTH, LLC | 50,080 | $2,614,176 | 1.23% |
| Curbstone Financial Management Corp | 99,150 | $5,175,630 | 1.18% |
| McLean Asset Management Corp | 55,381 | $2,867,055 | 1.08% |
| Pure Financial Advisors, LLC | 592,787 | $30,943,496 | 1.07% |
| Aletheian Wealth Advisors LLC | 28,824 | $1,504,600 | 1.00% |
| Arden Trust Co | 111,455 | $5,817,956 | 0.85% |
| Horizons Wealth Management | 15,003 | $783,157 | 0.51% |
| Walker Asset Management, LLC | 12,462 | $650,516 | 0.47% |