SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,166,000 | -20.1% | 21,623 | -20.1% | 0.42% | -22.9% |
| Q2 2017 | $1,460,000 | -10.1% | 27,057 | -10.7% | 0.54% | -11.9% |
| Q1 2017 | $1,624,000 | -0.5% | 30,284 | -1.0% | 0.62% | -5.8% |
| Q4 2016 | $1,632,000 | -3.8% | 30,584 | +0.1% | 0.65% | -8.4% |
| Q3 2016 | $1,697,000 | +34.5% | 30,544 | +35.5% | 0.71% | +27.8% |
| Q2 2016 | $1,262,000 | +74.6% | 22,540 | +72.2% | 0.56% | +62.7% |
| Q1 2016 | $723,000 | – | 13,086 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |