SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download |
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% |