SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $187,000 | -3.6% | 5,260 | -2.4% | 0.09% | -23.3% |
| Q2 2018 | $194,000 | -4.4% | 5,388 | -3.2% | 0.12% | -9.8% |
| Q1 2018 | $203,000 | +160.3% | 5,565 | +396.4% | 0.13% | +189.1% |
| Q4 2017 | $78,000 | -60.8% | 1,121 | -79.8% | 0.05% | -61.0% |
| Q3 2017 | $199,000 | +6.4% | 5,562 | 0.0% | 0.12% | +9.3% |
| Q2 2017 | $187,000 | +8.7% | 5,562 | +1.0% | 0.11% | -9.2% |
| Q1 2017 | $172,000 | +2.4% | 5,507 | -5.2% | 0.12% | +24.0% |
| Q4 2016 | $168,000 | -99.9% | 5,807 | -39.0% | 0.10% | -48.1% |
| Q1 2016 | $272,459,000 | +100068.8% | 9,524 | +0.6% | 0.18% | +13.5% |
| Q4 2015 | $272,000 | +19.8% | 9,464 | +19.2% | 0.16% | +5.2% |
| Q3 2015 | $227,000 | -30.4% | 7,941 | -23.9% | 0.16% | +6.2% |
| Q2 2015 | $326,000 | +8.7% | 10,430 | +4.9% | 0.15% | +13.2% |
| Q1 2015 | $300,000 | – | 9,947 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 785,987 | $29,592,000 | 13.75% |
| Southern Wealth Management, LLP | 413,400 | $15,565,000 | 5.90% |
| Northwest Capital Management Inc | 197,819 | $7,447,000 | 5.54% |
| Savant Capital, LLC | 2,369,368 | $89,207,000 | 5.19% |
| Strategic Financial Planning, Inc. | 149,100 | $5,614,000 | 4.92% |
| Tradewinds Capital Management, LLC | 546,235 | $20,566,000 | 4.45% |
| Johnson Financial Group, LLC | 405,289 | $15,259,000 | 4.14% |
| Brand Asset Management Group, Inc. | 187,652 | $7,065,000 | 3.97% |
| MATHER GROUP, LLC. | 2,955,552 | $111,277,000 | 3.63% |
| ACT WEALTH MANAGEMENT, LLC | 146,471 | $5,515,000 | 3.54% |