SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 217 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $385,000 | +17.0% | 6,263 | +9.6% | 0.50% | +19.0% |
| Q3 2016 | $329,000 | +16.7% | 5,716 | +9.5% | 0.42% | +23.0% |
| Q2 2016 | $282,000 | +21.0% | 5,218 | +16.5% | 0.34% | +31.4% |
| Q1 2016 | $233,000 | +15.9% | 4,478 | +15.9% | 0.26% | +4.8% |
| Q4 2015 | $201,000 | -16.9% | 3,863 | -8.2% | 0.25% | +16.9% |
| Q2 2015 | $242,000 | +4740.0% | 4,208 | +4376.6% | 0.21% | +5225.0% |
| Q1 2014 | $5,000 | – | 94 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 311,153 | $15,803,000 | 11.85% |
| Financial Management Professionals, Inc. | 335,770 | $17,054,000 | 11.54% |
| Sharkey, Howes & Javer | 262,184 | $14,037,000 | 10.82% |
| PIERSHALE FINANCIAL GROUP, INC. | 278,070 | $14,123,000 | 10.75% |
| VALENTINE VENTURES LLC | 163,201 | $8,289,000 | 9.32% |
| HBK Sorce Advisory LLC | 538,866 | $27,369,000 | 8.88% |
| Burt Wealth Advisors | 127,354 | $6,468,000 | 8.05% |
| Spectrum Management Group, LLC | 223,235 | $11,338,000 | 5.80% |
| WealthTrust-Arizona, LLC | 168,055 | $8,536,000 | 5.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 309,864 | $16,692,000 | 5.08% |