Burt Wealth Advisors - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2020$41,000
-28.1%
1,2490.0%0.02%
-18.2%
Q4 2019$57,000
-3.4%
1,2490.0%0.02%
-8.3%
Q3 2019$59,000
+5.4%
1,2490.0%0.02%
-4.0%
Q2 2019$56,000
+1.8%
1,2490.0%0.02%0.0%
Q1 2019$55,000
+400.0%
1,249
+354.2%
0.02%
+108.3%
Q3 2016$11,000
+120.0%
275
+129.2%
0.01%
+100.0%
Q2 2016$5,0000.0%1200.0%0.01%
+20.0%
Q1 2016$5,000
-44.4%
120
-51.8%
0.01%
-28.6%
Q4 2015$9,0000.0%249
+0.8%
0.01%
-36.4%
Q3 2015$9,000
+12.5%
247
+19.9%
0.01%
+37.5%
Q1 2015$8,000
+700.0%
206
+20500.0%
0.01%
+700.0%
Q4 2014$1,00010.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2016
NameSharesValueWeighting ↓
Matrix Trust Co 1,116,896$52,684,00011.71%
PIERSHALE FINANCIAL GROUP, INC. 430,716$20,317,00011.49%
Q3 Asset Management 75,033$3,540,0008.82%
Invst, LLC 412,268$19,249,0008.67%
Fund Evaluation Group, LLC 899,283$42,419,0007.90%
Premise Capital, LLC 214,152$10,102,0007.50%
CITIZENS & NORTHERN CORP 268,261$12,654,0006.90%
MONEYWISE, INC. 164,861$7,777,0006.28%
Moisand Fitzgerald Tamayo, LLC 231,556$10,923,0005.91%
Brand Asset Management Group, Inc. 187,097$8,825,0005.85%
View complete list of SCHWAB STRATEGIC TR shareholders