SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $243,000 | +14.6% | 5,463 | -0.7% | 0.06% | -15.2% |
| Q4 2018 | $212,000 | -16.2% | 5,500 | -9.3% | 0.07% | 0.0% |
| Q3 2018 | $253,000 | -0.4% | 6,062 | -0.2% | 0.07% | -5.7% |
| Q2 2018 | $254,000 | +9.5% | 6,072 | -0.0% | 0.07% | -1.4% |
| Q1 2018 | $232,000 | -62.5% | 6,074 | -43.6% | 0.07% | -23.7% |
| Q4 2017 | $619,000 | +145.6% | 10,772 | +76.0% | 0.09% | +17.7% |
| Q3 2017 | $252,000 | +4.6% | 6,121 | +4.8% | 0.08% | -3.7% |
| Q2 2017 | $241,000 | +15.3% | 5,843 | +14.1% | 0.08% | +1.2% |
| Q1 2017 | $209,000 | +0.5% | 5,122 | +1.0% | 0.08% | +12.5% |
| Q4 2016 | $208,000 | -9.2% | 5,072 | -5.7% | 0.07% | -30.8% |
| Q3 2016 | $229,000 | -3.4% | 5,380 | -1.4% | 0.10% | -14.0% |
| Q2 2016 | $237,000 | +1.3% | 5,455 | -3.4% | 0.12% | -15.4% |
| Q1 2016 | $234,000 | +6.8% | 5,645 | +2.0% | 0.14% | -2.7% |
| Q4 2015 | $219,000 | -0.5% | 5,537 | -6.3% | 0.15% | -6.4% |
| Q3 2015 | $220,000 | -48.8% | 5,912 | -50.0% | 0.16% | -45.3% |
| Q2 2015 | $430,000 | -10.4% | 11,835 | +0.0% | 0.29% | -8.3% |
| Q1 2015 | $480,000 | +1.9% | 11,834 | -2.2% | 0.31% | +2.3% |
| Q4 2014 | $471,000 | +28.3% | 12,101 | +16.5% | 0.31% | +30.2% |
| Q2 2014 | $367,000 | +7.6% | 10,387 | +0.8% | 0.24% | -34.4% |
| Q1 2014 | $341,000 | +10.7% | 10,306 | +1.1% | 0.36% | +62.7% |
| Q4 2013 | $308,000 | – | 10,197 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |