SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |