SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $270,000 | -3.2% | 6,926 | -15.5% | 0.00% | 0.0% |
| Q3 2014 | $279,000 | -4.5% | 8,193 | -0.7% | 0.00% | 0.0% |
| Q2 2014 | $292,000 | -41.8% | 8,249 | -45.6% | 0.00% | -50.0% |
| Q1 2014 | $502,000 | -20.8% | 15,175 | -27.6% | 0.00% | 0.0% |
| Q4 2013 | $634,000 | -13.4% | 20,946 | -11.6% | 0.00% | -33.3% |
| Q3 2013 | $732,000 | – | 23,701 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |