SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $76,000 | -75.3% | 2,509 | -76.8% | 0.01% | -78.6% |
| Q3 2015 | $308,000 | +18.0% | 10,801 | +29.4% | 0.04% | +23.5% |
| Q2 2015 | $261,000 | +7.0% | 8,347 | -1.7% | 0.03% | -8.1% |
| Q4 2014 | $244,000 | -26.7% | 8,495 | -19.9% | 0.04% | -17.8% |
| Q3 2014 | $333,000 | -5.9% | 10,610 | 0.0% | 0.04% | +4.7% |
| Q2 2014 | $354,000 | – | 10,610 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |