SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $30,000 | -63.4% | 586 | -61.6% | 0.00% | -66.7% |
| Q3 2016 | $82,000 | -38.3% | 1,525 | -38.5% | 0.00% | -40.0% |
| Q2 2016 | $133,000 | -3.6% | 2,479 | -5.0% | 0.01% | -16.7% |
| Q1 2016 | $138,000 | +885.7% | 2,609 | +855.7% | 0.01% | +500.0% |
| Q4 2015 | $14,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $14,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $14,000 | -51.7% | 273 | -50.7% | 0.00% | -66.7% |
| Q4 2014 | $29,000 | +26.1% | 554 | +26.5% | 0.00% | 0.0% |
| Q3 2014 | $23,000 | +15.0% | 438 | +14.4% | 0.00% | 0.0% |
| Q2 2014 | $20,000 | -50.0% | 383 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $40,000 | +25.0% | 766 | +22.0% | 0.00% | -40.0% |
| Q4 2013 | $32,000 | – | 628 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |