FutureAdvisor, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
FutureAdvisor, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2015$7,371,000
+10.7%
141,369
+9.2%
1.20%
+2.4%
Q2 2015$6,658,000
+110.4%
129,444
+116.2%
1.17%
+55.7%
Q1 2015$3,165,000
+393.8%
59,885
+386.9%
0.75%
+244.0%
Q4 2014$641,00012,2980.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2014
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,123,890$61,364,00020.72%
Advisory Services & Investments, LLC 425,871$23,253,00016.95%
Ferris Capital, LLC 632,316$34,524,00013.54%
Total Wealth Planning, LLC 632,316$34,524,00013.54%
CFS Investment Advisory Services, LLC 266,195$14,534,00013.25%
Sage Financial Management Group, Inc. 266,195$14,534,00013.25%
Tenret Co LLC 249,113$13,602,00012.64%
JBJ Investment Partners, LLC 1,015,819$55,464,00011.39%
Alliance Wealth Management Group 588,728$32,145,00010.68%
Rockbridge Investment Management, LCC 1,149,053$62,738,00010.63%
View complete list of SCHWAB STRATEGIC TR shareholders