SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 55 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $330,000 | +3.1% | 5,971 | 0.0% | 0.04% | +2.9% |
| Q4 2015 | $320,000 | -1.2% | 5,971 | +0.4% | 0.03% | -8.1% |
| Q3 2015 | $324,000 | -27.5% | 5,945 | -28.7% | 0.04% | -21.3% |
| Q2 2015 | $447,000 | +41.9% | 8,333 | +43.8% | 0.05% | +38.2% |
| Q1 2015 | $315,000 | +14.1% | 5,795 | +12.5% | 0.03% | +9.7% |
| Q4 2014 | $276,000 | -9.5% | 5,151 | -10.6% | 0.03% | -16.2% |
| Q3 2014 | $305,000 | +39.9% | 5,762 | +40.4% | 0.04% | +37.0% |
| Q2 2014 | $218,000 | – | 4,105 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |