SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |