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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $200,000 | -3.8% | 6,402 | -7.1% | 0.14% | -2.8% |
| Q1 2015 | $208,000 | -3.7% | 6,892 | 0.0% | 0.14% | -6.6% |
| Q3 2014 | $216,000 | -8.5% | 6,892 | 0.0% | 0.15% | -5.6% |
| Q2 2014 | $236,000 | +3.5% | 6,892 | 0.0% | 0.16% | -1.2% |
| Q1 2014 | $228,000 | -8.4% | 6,892 | -11.9% | 0.16% | -10.4% |
| Q4 2013 | $249,000 | -25.4% | 7,826 | -27.9% | 0.18% | -30.0% |
| Q3 2013 | $334,000 | +14.0% | 10,852 | 0.0% | 0.26% | +13.5% |
| Q2 2013 | $293,000 | – | 10,852 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
| ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
| Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
| Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
| JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
| McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
| Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
| Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
| Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |