SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 1.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $362,000 | -41.4% | 8,708 | -42.0% | 0.06% | -47.1% |
| Q3 2017 | $618,000 | -11.1% | 15,016 | -10.9% | 0.12% | -16.2% |
| Q2 2017 | $695,000 | -11.4% | 16,862 | +470.6% | 0.14% | -16.0% |
| Q1 2017 | $784,000 | -12.3% | 2,955 | -86.4% | 0.17% | -15.1% |
| Q4 2016 | $894,000 | -45.8% | 21,791 | -43.6% | 0.20% | -46.9% |
| Q3 2016 | $1,649,000 | +42.3% | 38,654 | +44.9% | 0.38% | +33.5% |
| Q2 2016 | $1,159,000 | – | 26,670 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |