SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,288,000 | +2.1% | 27,211 | -2.6% | 0.18% | -5.9% |
| Q4 2016 | $1,261,000 | -23.1% | 27,934 | -25.8% | 0.19% | -25.4% |
| Q3 2016 | $1,639,000 | -20.4% | 37,665 | -23.1% | 0.25% | -25.2% |
| Q2 2016 | $2,058,000 | -15.1% | 48,998 | -17.9% | 0.34% | -19.6% |
| Q1 2016 | $2,423,000 | -0.5% | 59,702 | -1.7% | 0.42% | -19.9% |
| Q4 2015 | $2,435,000 | +439.9% | 60,763 | +424.2% | 0.52% | +388.8% |
| Q3 2015 | $451,000 | -15.1% | 11,592 | -6.8% | 0.11% | -13.0% |
| Q2 2015 | $531,000 | -1.5% | 12,441 | -0.3% | 0.12% | -0.8% |
| Q1 2015 | $539,000 | -5.8% | 12,483 | -11.3% | 0.12% | -11.4% |
| Q4 2014 | $572,000 | +23.8% | 14,069 | +18.0% | 0.14% | +14.8% |
| Q3 2014 | $462,000 | -40.5% | 11,926 | -38.2% | 0.12% | -38.1% |
| Q2 2014 | $777,000 | +10.7% | 19,310 | +6.2% | 0.20% | +5.3% |
| Q1 2014 | $702,000 | +21.0% | 18,183 | +17.4% | 0.19% | +9.4% |
| Q4 2013 | $580,000 | +8.4% | 15,494 | +0.2% | 0.17% | -1.2% |
| Q3 2013 | $535,000 | +37.2% | 15,464 | +26.8% | 0.17% | +21.8% |
| Q2 2013 | $390,000 | – | 12,191 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 778,384 | $53,070,000 | 27.75% |
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 450,833 | $30,738,000 | 14.36% |
| Filbrandt Wealth Management, LLC | 287,557 | $19,606,000 | 12.53% |
| MONEYWISE, INC. | 256,110 | $17,462,000 | 12.49% |
| Newton One Investments LLC | 183,859 | $12,535,000 | 12.32% |
| Harbor Group, Inc. | 213,596 | $15,232,000 | 11.38% |
| Opal Wealth Advisors, LLC | 131,577 | $8,971,000 | 11.25% |
| Lighthouse Financial Advisors, Inc. | 482,760 | $32,914,000 | 11.16% |
| Northern Capital Management, Inc. | 168,007 | $11,455,000 | 11.15% |
| Northeast Financial Group, Inc. | 205,514 | $14,011,915 | 10.67% |