SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 110 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $4,492,000 | +0.2% | 81,577 | +1.1% | 1.19% | -2.2% |
| Q1 2017 | $4,482,000 | +12.7% | 80,705 | +11.3% | 1.22% | +3.1% |
| Q4 2016 | $3,976,000 | -52.3% | 72,500 | -50.3% | 1.18% | -52.5% |
| Q3 2016 | $8,330,000 | +24.6% | 145,932 | +23.3% | 2.48% | +14.2% |
| Q2 2016 | $6,686,000 | +60681.8% | 118,383 | +58797.0% | 2.17% | +54250.0% |
| Q1 2015 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $11,000 | -8.3% | 201 | -9.0% | 0.00% | -20.0% |
| Q4 2013 | $12,000 | -47.8% | 221 | -48.6% | 0.01% | -50.0% |
| Q3 2013 | $23,000 | +4.5% | 430 | +4.9% | 0.01% | -9.1% |
| Q2 2013 | $22,000 | – | 410 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FC Advisory LLC | 125,330 | $6,542,207 | 2.53% |
| Marotta Asset Management | 225,433 | $11,767,603 | 2.53% |
| CATALYST PRIVATE WEALTH, LLC | 50,080 | $2,614,176 | 1.23% |
| Curbstone Financial Management Corp | 99,150 | $5,175,630 | 1.18% |
| McLean Asset Management Corp | 55,381 | $2,867,055 | 1.08% |
| Pure Financial Advisors, LLC | 592,787 | $30,943,496 | 1.07% |
| Aletheian Wealth Advisors LLC | 28,824 | $1,504,600 | 1.00% |
| Arden Trust Co | 111,455 | $5,817,956 | 0.85% |
| Horizons Wealth Management | 15,003 | $783,157 | 0.51% |
| Walker Asset Management, LLC | 12,462 | $650,516 | 0.47% |