SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. 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 ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |