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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,354,000 | +435.2% | 25,917 | +430.8% | 0.04% | +442.9% |
| Q1 2017 | $253,000 | +0.8% | 4,883 | 0.0% | 0.01% | +16.7% |
| Q4 2016 | $251,000 | -60.3% | 4,883 | -58.6% | 0.01% | -60.0% |
| Q3 2016 | $633,000 | -79.9% | 11,791 | -79.9% | 0.02% | -76.9% |
| Q2 2016 | $3,147,000 | -29.2% | 58,576 | -30.4% | 0.06% | -48.0% |
| Q1 2016 | $4,447,000 | +1255.8% | 84,193 | +1221.5% | 0.12% | +1983.3% |
| Q4 2015 | $328,000 | +47.1% | 6,371 | +48.0% | 0.01% | +50.0% |
| Q2 2015 | $223,000 | -76.5% | 4,305 | -76.0% | 0.00% | -78.9% |
| Q1 2015 | $948,000 | +63.7% | 17,916 | +62.0% | 0.02% | +111.1% |
| Q4 2014 | $579,000 | -71.2% | 11,060 | -71.9% | 0.01% | -64.0% |
| Q1 2014 | $2,013,000 | -23.9% | 39,365 | -25.1% | 0.02% | -13.8% |
| Q4 2013 | $2,645,000 | -11.8% | 52,589 | -10.9% | 0.03% | -23.7% |
| Q3 2013 | $2,999,000 | – | 58,991 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |