SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 158 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $626,000 | -40.1% | 15,000 | -40.0% | 0.03% | -42.9% |
| Q2 2018 | $1,045,000 | +9.3% | 25,000 | 0.0% | 0.05% | +19.5% |
| Q1 2018 | $956,000 | -8.2% | 25,000 | 0.0% | 0.04% | -8.9% |
| Q4 2017 | $1,041,000 | +1.3% | 25,000 | 0.0% | 0.04% | +4.7% |
| Q3 2017 | $1,028,000 | +66.3% | 25,000 | +66.7% | 0.04% | +65.4% |
| Q2 2017 | $618,000 | +31.8% | 15,000 | +30.4% | 0.03% | +30.0% |
| Q1 2017 | $469,000 | +27.1% | 11,500 | +27.8% | 0.02% | +25.0% |
| Q4 2016 | $369,000 | -3.9% | 9,000 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $384,000 | -11.5% | 9,000 | -10.0% | 0.02% | -15.8% |
| Q2 2016 | $434,000 | -4.6% | 10,000 | -9.1% | 0.02% | 0.0% |
| Q1 2016 | $455,000 | -20.9% | 11,000 | -24.1% | 0.02% | -9.5% |
| Q4 2015 | $575,000 | -3.4% | 14,500 | -9.4% | 0.02% | -4.5% |
| Q3 2015 | $595,000 | +2.4% | 16,000 | 0.0% | 0.02% | +22.2% |
| Q2 2015 | $581,000 | +19.3% | 16,000 | +33.3% | 0.02% | +20.0% |
| Q1 2015 | $487,000 | +149.7% | 12,000 | +140.0% | 0.02% | +114.3% |
| Q4 2014 | $195,000 | – | 5,000 | – | 0.01% | – |
Download | ||||||
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% |