SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 76 filers reported holding SCHWAB STRATEGIC TR in Q4 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 ↓ |
|---|---|---|---|
| Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
| ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
| Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
| Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
| JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
| McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
| Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
| Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
| Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |