SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,273,000 | +3.1% | 79,758 | +7.1% | 0.11% | -2.8% |
| Q3 2016 | $3,176,000 | +688.1% | 74,468 | +704.0% | 0.11% | +678.6% |
| Q2 2016 | $403,000 | -14.6% | 9,262 | -18.8% | 0.01% | -30.0% |
| Q1 2016 | $472,000 | +728.1% | 11,410 | +690.2% | 0.02% | +566.7% |
| Q4 2015 | $57,000 | +375.0% | 1,444 | +355.5% | 0.00% | +200.0% |
| Q3 2015 | $12,000 | +9.1% | 317 | +0.6% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | -88.2% | 315 | -86.2% | 0.00% | -85.7% |
| Q1 2015 | $93,000 | +675.0% | 2,290 | +634.0% | 0.01% | +600.0% |
| Q4 2014 | $12,000 | +9.1% | 312 | +0.6% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 310 | +0.6% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | -45.0% | 308 | -49.7% | 0.00% | 0.0% |
| Q1 2014 | $20,000 | +122.2% | 612 | +101.3% | 0.00% | 0.0% |
| Q4 2013 | $9,000 | 0.0% | 304 | +1.0% | 0.00% | -50.0% |
| Q3 2013 | $9,000 | – | 301 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |