SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 53 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,040,000 | +82.0% | 37,154 | +84.1% | 0.01% | +62.5% |
| Q3 2019 | $1,121,000 | +51.5% | 20,180 | +50.0% | 0.01% | +60.0% |
| Q2 2019 | $740,000 | +127.7% | 13,456 | +123.3% | 0.01% | +150.0% |
| Q1 2019 | $325,000 | +43.2% | 6,026 | +40.2% | 0.00% | 0.0% |
| Q4 2018 | $227,000 | +0.4% | 4,297 | -1.6% | 0.00% | 0.0% |
| Q3 2018 | $226,000 | -40.8% | 4,369 | -39.8% | 0.00% | -50.0% |
| Q2 2018 | $382,000 | 0.0% | 7,257 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $382,000 | +2.1% | 7,257 | +3.5% | 0.00% | 0.0% |
| Q4 2017 | $374,000 | -11.6% | 7,013 | -10.7% | 0.00% | -20.0% |
| Q3 2017 | $423,000 | -68.7% | 7,850 | -68.7% | 0.01% | -68.8% |
| Q2 2017 | $1,353,000 | -29.0% | 25,066 | -29.5% | 0.02% | -33.3% |
| Q1 2017 | $1,905,000 | +54.3% | 35,556 | +53.6% | 0.02% | +41.2% |
| Q4 2016 | $1,235,000 | +5.7% | 23,143 | +10.1% | 0.02% | 0.0% |
| Q3 2016 | $1,168,000 | -9.7% | 21,023 | -9.2% | 0.02% | -19.0% |
| Q2 2016 | $1,293,000 | +5.3% | 23,143 | +4.2% | 0.02% | -4.5% |
| Q1 2016 | $1,228,000 | +21.3% | 22,214 | +17.6% | 0.02% | +15.8% |
| Q4 2015 | $1,012,000 | +1.8% | 18,884 | +3.6% | 0.02% | -9.5% |
| Q3 2015 | $994,000 | +12.2% | 18,234 | +10.3% | 0.02% | +31.2% |
| Q2 2015 | $886,000 | – | 16,535 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 225,578 | $12,533,000 | 13.23% |
| Morningstar Investment Management LLC | 698,144 | $38,789,000 | 10.92% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 142,865 | $7,938,000 | 9.76% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 636,230 | $35,292,000 | 9.62% |
| BerganKDV Wealth Management, LLC | 745,059 | $41,396,000 | 8.18% |
| Beacon Wealthcare, Inc | 178,712 | $9,929,000 | 7.15% |
| Invst, LLC | 229,239 | $12,748,000 | 5.74% |
| STERLING INVESTMENT MANAGEMENT, LLC | 132,006 | $7,334,000 | 5.36% |
| Charles Schwab Trust Co | 202,056 | $11,236,000 | 5.24% |
| SWS Partners | 141,910 | $7,833,000 | 4.64% |