SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 1.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $917,000 | -1.5% | 22,496 | -0.8% | 0.55% | -1.4% |
| Q4 2016 | $931,000 | +15.9% | 22,682 | +20.5% | 0.56% | +11.8% |
| Q3 2016 | $803,000 | -12.5% | 18,817 | -11.0% | 0.50% | -41.2% |
| Q2 2016 | $918,000 | -19.9% | 21,141 | -23.6% | 0.85% | -21.9% |
| Q1 2016 | $1,146,000 | -15.8% | 27,685 | -19.3% | 1.09% | -16.7% |
| Q4 2015 | $1,361,000 | – | 34,322 | – | 1.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
| Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
| Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
| Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
| Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
| Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
| Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
| BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
| Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |