SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 131 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $5,340,000 | -0.3% | 103,699 | +3.9% | 6.97% | +1.3% |
| Q3 2016 | $5,354,000 | +8.4% | 99,767 | +8.5% | 6.87% | +14.4% |
| Q2 2016 | $4,939,000 | +12.8% | 91,945 | +10.9% | 6.01% | +22.6% |
| Q1 2016 | $4,380,000 | +107.8% | 82,922 | +102.6% | 4.90% | +87.4% |
| Q4 2015 | $2,108,000 | -5.2% | 40,935 | -4.0% | 2.62% | +8.3% |
| Q3 2015 | $2,223,000 | +1.3% | 42,635 | +0.5% | 2.41% | +24.9% |
| Q2 2015 | $2,194,000 | +132.2% | 42,409 | +137.5% | 1.93% | +148.3% |
| Q1 2015 | $945,000 | +312.7% | 17,855 | +309.0% | 0.78% | +325.1% |
| Q4 2014 | $229,000 | +638.7% | 4,366 | +615.7% | 0.18% | +695.7% |
| Q1 2014 | $31,000 | 0.0% | 610 | 0.0% | 0.02% | -23.3% |
| Q3 2013 | $31,000 | – | 610 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 550,084 | $25,804,440 | 15.48% |
| KilterHowling LLC | 306,542 | $14,379,865 | 14.03% |
| Tenret Co LLC | 329,713 | $15,466,837 | 13.73% |
| Pioneer Wealth Management Group | 277,871 | $13,034,926 | 11.60% |
| FFG RETIREMENT ADVISORS LLC | 249,036 | $11,682,279 | 10.00% |
| RATIONAL ADVISORS LLC | 2,447,696 | $114,821,419 | 9.38% |
| Members Advisory Group LLC | 292,598 | $13,725,837 | 8.87% |
| BlueSky Wealth Advisors, LLC | 878,005 | $41,187,197 | 8.52% |
| Horst & Graben Wealth Management LLC | 704,902 | $33,067,000 | 8.20% |
| Waterford Advisors, LLC | 320,890 | $15,053 | 8.15% |