SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $6,596,000 | -4.0% | 127,364 | -4.6% | 3.95% | -4.0% |
| Q4 2016 | $6,873,000 | -10.2% | 133,458 | -6.4% | 4.12% | -13.4% |
| Q3 2016 | $7,651,000 | -0.5% | 142,548 | -0.5% | 4.76% | -33.1% |
| Q2 2016 | $7,693,000 | -0.8% | 143,208 | -2.5% | 7.11% | -3.3% |
| Q1 2016 | $7,757,000 | -2.7% | 146,864 | -5.1% | 7.35% | -3.7% |
| Q4 2015 | $7,970,000 | – | 154,760 | – | 7.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |