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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |