SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 1.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $111,000 | +7.8% | 2,489 | -7.2% | 0.01% | -11.1% |
| Q4 2018 | $103,000 | -10.4% | 2,682 | -2.6% | 0.01% | 0.0% |
| Q3 2018 | $115,000 | -8.0% | 2,754 | -7.6% | 0.01% | -18.2% |
| Q2 2018 | $125,000 | 0.0% | 2,980 | -8.6% | 0.01% | -8.3% |
| Q1 2018 | $125,000 | -8.1% | 3,260 | -0.1% | 0.01% | -7.7% |
| Q4 2017 | $136,000 | -4.2% | 3,263 | -5.5% | 0.01% | -13.3% |
| Q3 2017 | $142,000 | +0.7% | 3,452 | +0.6% | 0.02% | -11.8% |
| Q2 2017 | $141,000 | +4.4% | 3,432 | +3.7% | 0.02% | -10.5% |
| Q1 2017 | $135,000 | -9.4% | 3,308 | -9.1% | 0.02% | -13.6% |
| Q4 2016 | $149,000 | -6.3% | 3,641 | -2.6% | 0.02% | -12.0% |
| Q3 2016 | $159,000 | -1.9% | 3,737 | +0.3% | 0.02% | -7.4% |
| Q2 2016 | $162,000 | -1.2% | 3,725 | -6.1% | 0.03% | -6.9% |
| Q1 2016 | $164,000 | -5.7% | 3,968 | -9.4% | 0.03% | -9.4% |
| Q4 2015 | $174,000 | – | 4,378 | – | 0.03% | – |
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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% |