SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $250,000 | +0.8% | 4,400 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $248,000 | +2.5% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $242,000 | +3.4% | 4,400 | 0.0% | 0.03% | -12.1% |
| Q4 2018 | $234,000 | -1.3% | 4,400 | 0.0% | 0.03% | +17.9% |
| Q3 2018 | $237,000 | -2.1% | 4,400 | 0.0% | 0.03% | -9.7% |
| Q2 2018 | $242,000 | +0.4% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $241,000 | -1.2% | 4,400 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $244,000 | +0.4% | 4,400 | 0.0% | 0.03% | -3.1% |
| Q3 2017 | $243,000 | +0.4% | 4,400 | 0.0% | 0.03% | -3.0% |
| Q2 2017 | $242,000 | -0.8% | 4,400 | 0.0% | 0.03% | -2.9% |
| Q1 2017 | $244,000 | +1.2% | 4,400 | 0.0% | 0.03% | -5.6% |
| Q4 2016 | $241,000 | -3.2% | 4,400 | 0.0% | 0.04% | -5.3% |
| Q3 2016 | $249,000 | 0.0% | 4,400 | 0.0% | 0.04% | -5.0% |
| Q2 2016 | $249,000 | +2.5% | 4,400 | 0.0% | 0.04% | +2.6% |
| Q1 2016 | $243,000 | +3.8% | 4,400 | 0.0% | 0.04% | +5.4% |
| Q4 2015 | $234,000 | -1.3% | 4,400 | 0.0% | 0.04% | -2.6% |
| Q3 2015 | $237,000 | -47.9% | 4,400 | -47.6% | 0.04% | -47.2% |
| Q2 2015 | $455,000 | -2.8% | 8,400 | 0.0% | 0.07% | -2.7% |
| Q1 2015 | $468,000 | +2.6% | 8,400 | 0.0% | 0.07% | +1.4% |
| Q4 2014 | $456,000 | +0.2% | 8,400 | 0.0% | 0.07% | -5.2% |
| Q3 2014 | $455,000 | -2.8% | 8,400 | 0.0% | 0.08% | -3.8% |
| Q2 2014 | $468,000 | – | 8,400 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARSHALL FINANCIAL GROUP INC /ADV | 245,534 | $13,075,000 | 12.39% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1,275,098 | $67,899,000 | 10.49% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 257,455 | $13,709,000 | 7.67% |
| Resource Planning Group | 172,886 | $9,206,000 | 6.87% |
| FINANCIAL LIFE ADVISORS | 158,186 | $8,423,000 | 6.52% |
| Burt Wealth Advisors | 223,704 | $11,912,000 | 5.63% |
| Morningstar Investment Management LLC | 121,239 | $6,456,000 | 5.13% |
| Gilbert & Cook, Inc. | 250,120 | $13,319,000 | 4.70% |
| LINCOLN CAPITAL CORP | 90,188 | $4,802,000 | 4.43% |
| Heritage Wealth Advisors | 409,854 | $21,824,000 | 4.26% |