SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $4,938,000 | -1.0% | 104,323 | -5.6% | 2.96% | -1.0% |
| Q4 2016 | $4,988,000 | +9.5% | 110,466 | +5.5% | 2.99% | +5.5% |
| Q3 2016 | $4,557,000 | -6.3% | 104,716 | -9.5% | 2.83% | -36.9% |
| Q2 2016 | $4,861,000 | -21.0% | 115,707 | -23.7% | 4.49% | -23.0% |
| Q1 2016 | $6,153,000 | -13.8% | 151,575 | -14.9% | 5.83% | -14.8% |
| Q4 2015 | $7,140,000 | – | 178,194 | – | 6.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |