SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. 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 ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |