SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,360,000 | -12.8% | 31,299 | -16.9% | 0.22% | +36.6% |
| Q1 2016 | $1,560,000 | -25.1% | 37,676 | -28.3% | 0.16% | -26.1% |
| Q4 2015 | $2,083,000 | +63.1% | 52,550 | +53.0% | 0.22% | +53.1% |
| Q3 2015 | $1,277,000 | +23.3% | 34,339 | +20.4% | 0.14% | +31.8% |
| Q2 2015 | $1,036,000 | -26.5% | 28,523 | -18.0% | 0.11% | -27.2% |
| Q1 2015 | $1,410,000 | +14.0% | 34,765 | +9.5% | 0.15% | +7.9% |
| Q4 2014 | $1,237,000 | +133.4% | 31,758 | +104.2% | 0.14% | +118.8% |
| Q3 2014 | $530,000 | – | 15,553 | – | 0.06% | – |
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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% |