SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 54 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $257,000 | -8.9% | 8,998 | 0.0% | 0.09% | -1.1% |
| Q2 2015 | $282,000 | +4.1% | 8,998 | 0.0% | 0.09% | +5.6% |
| Q1 2015 | $271,000 | -42.9% | 8,998 | -45.3% | 0.09% | -44.0% |
| Q4 2014 | $475,000 | -7.9% | 16,453 | 0.0% | 0.16% | -14.5% |
| Q3 2014 | $516,000 | -20.7% | 16,453 | -13.4% | 0.19% | -20.5% |
| Q2 2014 | $651,000 | +77.9% | 19,000 | +71.2% | 0.23% | +87.2% |
| Q1 2014 | $366,000 | -24.1% | 11,100 | -26.5% | 0.12% | -25.1% |
| Q4 2013 | $482,000 | -15.3% | 15,100 | -18.2% | 0.17% | -25.1% |
| Q3 2013 | $569,000 | +69.9% | 18,455 | +48.7% | 0.22% | +65.2% |
| Q2 2013 | $335,000 | – | 12,408 | – | 0.14% | – |
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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% |