SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $988,000 | +6.5% | 13,433 | 0.0% | 0.09% | +1.1% |
| Q1 2018 | $928,000 | -0.9% | 13,433 | +0.0% | 0.09% | -5.4% |
| Q4 2017 | $936,000 | +3.5% | 13,430 | +0.0% | 0.09% | -6.1% |
| Q3 2017 | $904,000 | +502.7% | 13,426 | +471.6% | 0.10% | +476.5% |
| Q2 2017 | $150,000 | +2.0% | 2,349 | +0.1% | 0.02% | -5.6% |
| Q1 2017 | $147,000 | +2.1% | 2,347 | +0.1% | 0.02% | -5.3% |
| Q4 2016 | $144,000 | – | 2,344 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 311,153 | $15,803,000 | 11.85% |
| Financial Management Professionals, Inc. | 335,770 | $17,054,000 | 11.54% |
| Sharkey, Howes & Javer | 262,184 | $14,037,000 | 10.82% |
| PIERSHALE FINANCIAL GROUP, INC. | 278,070 | $14,123,000 | 10.75% |
| VALENTINE VENTURES LLC | 163,201 | $8,289,000 | 9.32% |
| HBK Sorce Advisory LLC | 538,866 | $27,369,000 | 8.88% |
| Burt Wealth Advisors | 127,354 | $6,468,000 | 8.05% |
| Spectrum Management Group, LLC | 223,235 | $11,338,000 | 5.80% |
| WealthTrust-Arizona, LLC | 168,055 | $8,536,000 | 5.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 309,864 | $16,692,000 | 5.08% |