SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $242,000 | -8.0% | 8,390 | -7.6% | 0.12% | -20.5% |
| Q1 2016 | $263,000 | -11.4% | 9,085 | -11.7% | 0.15% | -18.4% |
| Q4 2015 | $297,000 | +5.7% | 10,283 | +4.7% | 0.18% | +29.7% |
| Q3 2015 | $281,000 | -3.8% | 9,825 | +5.4% | 0.14% | +13.1% |
| Q2 2015 | $292,000 | -90.3% | 9,322 | -6.5% | 0.12% | -12.2% |
| Q1 2015 | $3,008,000 | +8.4% | 9,974 | +3.7% | 0.14% | +3.7% |
| Q4 2014 | $2,775,000 | -7.4% | 9,618 | +0.6% | 0.13% | -10.7% |
| Q3 2014 | $2,996,000 | +756.0% | 9,557 | -6.3% | 0.15% | -15.7% |
| Q2 2014 | $350,000 | -1.4% | 10,201 | -5.2% | 0.18% | -4.8% |
| Q1 2014 | $355,000 | +0.3% | 10,760 | -2.9% | 0.19% | -6.5% |
| Q4 2013 | $354,000 | -6.1% | 11,086 | -9.2% | 0.20% | -13.0% |
| Q3 2013 | $377,000 | +12.5% | 12,215 | -1.5% | 0.23% | +13.3% |
| Q2 2013 | $335,000 | – | 12,396 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |