SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 42 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,662,000 | +312.4% | 30,794 | +324.9% | 0.05% | +360.0% |
| Q3 2016 | $403,000 | +11.3% | 7,247 | +12.0% | 0.01% | +25.0% |
| Q2 2016 | $362,000 | -25.7% | 6,471 | -26.7% | 0.01% | -42.9% |
| Q1 2016 | $487,000 | +6.8% | 8,826 | +5.5% | 0.01% | +100.0% |
| Q3 2015 | $456,000 | +6.3% | 8,362 | +5.9% | 0.01% | -22.2% |
| Q1 2015 | $429,000 | -70.3% | 7,895 | -71.0% | 0.01% | -67.9% |
| Q3 2014 | $1,443,000 | – | 27,258 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |