SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2014 | $1,207,000 | -0.5% | 23,310 | -0.3% | 0.25% | -3.5% |
Q2 2014 | $1,213,000 | +1.5% | 23,370 | 0.0% | 0.26% | -3.4% |
Q1 2014 | $1,195,000 | -6.1% | 23,370 | -7.7% | 0.26% | -9.6% |
Q4 2013 | $1,273,000 | -2.6% | 25,310 | -1.6% | 0.29% | -11.2% |
Q3 2013 | $1,307,000 | -5.8% | 25,710 | -6.4% | 0.33% | -10.8% |
Q2 2013 | $1,388,000 | – | 27,465 | – | 0.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
KilterHowling LLC | 303,192 | $13,737,642 | 16.50% |
Northeast Financial Group, Inc. | 387,518 | $17,558,436 | 15.83% |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1,418,864 | $64,289,000 | 9.88% |
Alliance Wealth Management Group | 518,384 | $23,488,000 | 9.13% |
BlueSky Wealth Advisors, LLC | 865,091 | $39,197,000 | 9.10% |
Total Wealth Planning, LLC | 668,447 | $30,287,000 | 8.60% |
MorganRosel Wealth Management, LLC | 342,844 | $15,534,000 | 7.79% |
Clay Northam Wealth Management, LLC | 135,684 | $6,148,000 | 7.67% |
McAdam, LLC | 1,405,033 | $63,662,000 | 6.90% |
Bond & Devick Financial Network, Inc. | 183,979 | $8,336,000 | 6.89% |