SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $235,000 | -11.7% | 5,624 | -19.1% | 0.08% | -22.9% |
| Q1 2018 | $266,000 | -10.1% | 6,956 | -2.1% | 0.10% | -8.7% |
| Q4 2017 | $296,000 | +3.5% | 7,106 | +2.3% | 0.12% | 0.0% |
| Q3 2017 | $286,000 | +0.7% | 6,948 | +0.9% | 0.12% | -5.0% |
| Q2 2017 | $284,000 | +5.2% | 6,886 | +4.0% | 0.12% | -0.8% |
| Q1 2017 | $270,000 | +4.2% | 6,624 | +5.2% | 0.12% | -5.4% |
| Q4 2016 | $259,000 | -6.8% | 6,299 | -3.3% | 0.13% | -15.7% |
| Q3 2016 | $278,000 | +30.5% | 6,511 | +33.1% | 0.15% | +22.4% |
| Q2 2016 | $213,000 | +2.9% | 4,893 | -2.2% | 0.12% | -35.2% |
| Q1 2016 | $207,000 | -17.9% | 5,003 | -21.3% | 0.19% | -25.2% |
| Q4 2015 | $252,000 | – | 6,360 | – | 0.26% | – |
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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% |