SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $201,000 | -20.2% | 3,750 | -20.2% | 0.16% | -21.3% |
| Q2 2016 | $252,000 | +1.6% | 4,700 | 0.0% | 0.20% | -1.0% |
| Q1 2016 | $248,000 | -4.6% | 4,700 | -7.0% | 0.20% | -15.0% |
| Q4 2015 | $260,000 | -1.5% | 5,053 | -0.2% | 0.23% | -3.7% |
| Q3 2015 | $264,000 | +30.7% | 5,062 | +29.8% | 0.24% | +32.1% |
| Q2 2015 | $202,000 | -1.9% | 3,900 | 0.0% | 0.18% | +10.2% |
| Q1 2015 | $206,000 | -26.7% | 3,900 | -27.4% | 0.17% | -22.7% |
| Q4 2014 | $281,000 | -28.7% | 5,372 | -31.5% | 0.22% | -34.9% |
| Q4 2013 | $394,000 | – | 7,843 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockbridge Investment Management, LCC | 1,967,402 | $90,815,267 | 15.97% |
| THEORY FINANCIAL LLC | 562,134 | $25,948,105 | 14.94% |
| Tenret Co LLC | 332,727 | $15,358,678 | 12.86% |
| FFG RETIREMENT ADVISORS LLC | 297,664 | $13,740,170 | 11.00% |
| FINANCIAL LIFE ADVISORS | 495,831 | $22,887,559 | 9.55% |
| Pioneer Wealth Management Group | 254,394 | $11,742,842 | 9.33% |
| KilterHowling LLC | 233,994 | $10,801,160 | 9.24% |
| RATIONAL ADVISORS LLC | 2,404,877 | $111,009,122 | 9.19% |
| Members Advisory Group LLC | 293,295 | $13,538,592 | 8.44% |
| BlueSky Wealth Advisors, LLC | 902,144 | $41,642,956 | 8.37% |