SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 54 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $527,000 | +43.6% | 17,061 | +34.0% | 0.01% | +62.5% |
| Q2 2016 | $367,000 | -41.4% | 12,733 | -41.1% | 0.01% | -55.6% |
| Q1 2016 | $626,000 | +192.5% | 21,633 | +190.9% | 0.02% | +350.0% |
| Q4 2015 | $214,000 | -92.9% | 7,436 | -92.3% | 0.00% | -92.6% |
| Q2 2015 | $3,005,000 | +1229.6% | 96,007 | +1123.0% | 0.05% | +1250.0% |
| Q4 2014 | $226,000 | -19.9% | 7,850 | -4.5% | 0.00% | 0.0% |
| Q2 2014 | $282,000 | -24.8% | 8,216 | -27.7% | 0.00% | -20.0% |
| Q1 2014 | $375,000 | – | 11,364 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |