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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $545,000 | -42.7% | 12,546 | -45.4% | 0.00% | 0.0% |
| Q1 2016 | $951,000 | -8.6% | 22,972 | -12.4% | 0.00% | 0.0% |
| Q4 2015 | $1,040,000 | +7.4% | 26,227 | +0.8% | 0.00% | 0.0% |
| Q3 2015 | $968,000 | -4.9% | 26,025 | -7.2% | 0.00% | 0.0% |
| Q2 2015 | $1,018,000 | -51.0% | 28,040 | -45.2% | 0.00% | -50.0% |
| Q1 2015 | $2,076,000 | -63.7% | 51,193 | -65.2% | 0.00% | -60.0% |
| Q4 2014 | $5,723,000 | +52.1% | 146,926 | +33.0% | 0.01% | +66.7% |
| Q3 2014 | $3,762,000 | +84.7% | 110,450 | +91.8% | 0.00% | +50.0% |
| Q2 2014 | $2,037,000 | +5.8% | 57,589 | -1.0% | 0.00% | 0.0% |
| Q1 2014 | $1,926,000 | +2.7% | 58,181 | -6.1% | 0.00% | 0.0% |
| Q4 2013 | $1,875,000 | +6.7% | 61,980 | +8.9% | 0.00% | 0.0% |
| Q3 2013 | $1,758,000 | +1.7% | 56,906 | +5.7% | 0.00% | 0.0% |
| Q2 2013 | $1,728,000 | – | 53,850 | – | 0.00% | – |
Download | ||||||
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% |