SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 1.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,625,000 | +4.5% | 63,825 | +4.7% | 0.02% | 0.0% |
| Q2 2017 | $2,511,000 | -3.1% | 60,942 | -4.0% | 0.02% | -5.9% |
| Q1 2017 | $2,590,000 | +19.4% | 63,508 | +20.1% | 0.02% | +6.2% |
| Q4 2016 | $2,170,000 | +6.8% | 52,867 | +11.0% | 0.02% | 0.0% |
| Q3 2016 | $2,031,000 | +1.2% | 47,627 | +3.1% | 0.02% | -5.9% |
| Q2 2016 | $2,007,000 | +1.4% | 46,206 | -3.3% | 0.02% | -5.6% |
| Q1 2016 | $1,979,000 | +140.8% | 47,792 | +130.3% | 0.02% | +125.0% |
| Q4 2015 | $822,000 | +20.0% | 20,749 | +12.7% | 0.01% | +14.3% |
| Q3 2015 | $685,000 | +27.8% | 18,415 | +24.7% | 0.01% | +40.0% |
| Q2 2015 | $536,000 | +49.7% | 14,763 | +67.2% | 0.01% | +25.0% |
| Q1 2015 | $358,000 | – | 8,827 | – | 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% |