SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 209 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $8,932,000 | +15.4% | 233,515 | +25.6% | 10.26% | +33.8% |
| Q4 2017 | $7,737,000 | +2.4% | 185,900 | +1.2% | 7.67% | -5.5% |
| Q3 2017 | $7,557,000 | -0.0% | 183,743 | +0.2% | 8.12% | -5.0% |
| Q2 2017 | $7,558,000 | +0.7% | 183,408 | -0.4% | 8.54% | -1.5% |
| Q1 2017 | $7,508,000 | -3.0% | 184,109 | -2.4% | 8.68% | -15.2% |
| Q4 2016 | $7,742,000 | +244.1% | 188,635 | +257.6% | 10.22% | +276.8% |
| Q3 2016 | $2,250,000 | +2.8% | 52,751 | +4.7% | 2.71% | -25.5% |
| Q2 2016 | $2,188,000 | – | 50,370 | – | 3.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |