SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $718,000 | -8.1% | 18,775 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $781,000 | +1.2% | 18,775 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $772,000 | +0.9% | 18,775 | +1.2% | 0.04% | +11.8% |
| Q2 2017 | $765,000 | +1.1% | 18,558 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $757,000 | -0.7% | 18,558 | 0.0% | 0.03% | +6.2% |
| Q4 2016 | $762,000 | -3.7% | 18,558 | 0.0% | 0.03% | -8.6% |
| Q3 2016 | $791,000 | -1.9% | 18,558 | 0.0% | 0.04% | -2.8% |
| Q2 2016 | $806,000 | +4.9% | 18,558 | 0.0% | 0.04% | +5.9% |
| Q1 2016 | $768,000 | +4.3% | 18,558 | 0.0% | 0.03% | +3.0% |
| Q4 2015 | $736,000 | -1.1% | 18,558 | -7.2% | 0.03% | +3.1% |
| Q3 2015 | $744,000 | +2.5% | 20,000 | 0.0% | 0.03% | +18.5% |
| Q2 2015 | $726,000 | -10.5% | 20,000 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $811,000 | – | 20,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |