SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $16,000 | 0.0% | 395 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 395 | 0.0% | 0.01% | -18.8% |
| Q2 2017 | $16,000 | 0.0% | 395 | 0.0% | 0.02% | +14.3% |
| Q1 2017 | $16,000 | 0.0% | 395 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $16,000 | -5.9% | 395 | 0.0% | 0.02% | -6.2% |
| Q3 2016 | $17,000 | 0.0% | 395 | 0.0% | 0.02% | -5.9% |
| Q2 2016 | $17,000 | -85.0% | 395 | -85.6% | 0.02% | -84.8% |
| Q1 2016 | $113,000 | +4.6% | 2,737 | 0.0% | 0.11% | +2.8% |
| Q4 2015 | $108,000 | +5.9% | 2,737 | 0.0% | 0.11% | +3.8% |
| Q3 2015 | $102,000 | +3.0% | 2,737 | 0.0% | 0.10% | +14.1% |
| Q2 2015 | $99,000 | -10.8% | 2,737 | 0.0% | 0.09% | -13.2% |
| Q1 2015 | $111,000 | +3.7% | 2,737 | 0.0% | 0.11% | +1.9% |
| Q4 2014 | $107,000 | – | 2,737 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |