SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 209 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $334,000 | -96.2% | 8,107 | -96.2% | 0.05% | -96.2% |
| Q1 2017 | $8,698,000 | +43.8% | 213,280 | +44.8% | 1.25% | +38.5% |
| Q4 2016 | $6,047,000 | -28.9% | 147,342 | -26.1% | 0.90% | -27.4% |
| Q3 2016 | $8,504,000 | -7.3% | 199,384 | -5.5% | 1.24% | -7.6% |
| Q2 2016 | $9,170,000 | +1.8% | 211,095 | -3.0% | 1.35% | -31.7% |
| Q1 2016 | $9,007,000 | -6.1% | 217,571 | -10.1% | 1.97% | -9.4% |
| Q4 2015 | $9,590,000 | – | 241,932 | – | 2.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |