SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,094,000 | +3.8% | 35,442 | -3.1% | 0.31% | +0.3% |
| Q2 2016 | $1,054,000 | -15.6% | 36,588 | -15.2% | 0.31% | -30.9% |
| Q1 2016 | $1,249,000 | -14.1% | 43,155 | -14.4% | 0.44% | -9.6% |
| Q4 2015 | $1,454,000 | -34.7% | 50,423 | -35.3% | 0.49% | -43.5% |
| Q3 2015 | $2,226,000 | -9.9% | 77,991 | -1.2% | 0.87% | -10.0% |
| Q2 2015 | $2,471,000 | +3.3% | 78,954 | -0.4% | 0.96% | -1.8% |
| Q1 2015 | $2,391,000 | +2.9% | 79,269 | -1.6% | 0.98% | +2.4% |
| Q4 2014 | $2,323,000 | – | 80,522 | – | 0.96% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
| Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
| Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
| Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
| MCIA Inc | 130,855 | $4,720,000 | 4.61% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
| Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
| MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
| McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
| Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |