SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $84,000 | +6.3% | 2,369 | +8.2% | 0.29% | +8.7% |
| Q2 2018 | $79,000 | -3.7% | 2,189 | -2.4% | 0.26% | -19.3% |
| Q1 2018 | $82,000 | -56.6% | 2,243 | -56.6% | 0.33% | -29.7% |
| Q4 2017 | $189,000 | +2.2% | 5,165 | 0.0% | 0.46% | -14.1% |
| Q3 2017 | $185,000 | +6.3% | 5,165 | 0.0% | 0.54% | +55.2% |
| Q2 2017 | $174,000 | +7.4% | 5,165 | 0.0% | 0.35% | +18.0% |
| Q1 2017 | $162,000 | -72.3% | 5,165 | -74.3% | 0.30% | -71.3% |
| Q4 2016 | $584,000 | +722.5% | 20,065 | +768.6% | 1.03% | +735.8% |
| Q3 2016 | $71,000 | +6.0% | 2,310 | 0.0% | 0.12% | 0.0% |
| Q2 2016 | $67,000 | -18.3% | 2,310 | -18.7% | 0.12% | -16.3% |
| Q1 2016 | $82,000 | -71.8% | 2,842 | -71.8% | 0.15% | -70.5% |
| Q4 2015 | $291,000 | – | 10,085 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |