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 ↓ |
---|---|---|---|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
MCIA Inc | 130,855 | $4,720,000 | 4.61% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |