SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 165 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $20,674,000 | +11.2% | 410,571 | +11.4% | 0.13% | +1.6% |
| Q3 2019 | $18,588,000 | +0.4% | 368,694 | +0.1% | 0.13% | -4.5% |
| Q2 2019 | $18,505,000 | +4.7% | 368,347 | +4.7% | 0.13% | -0.7% |
| Q1 2019 | $17,669,000 | -7.8% | 351,815 | -8.5% | 0.14% | -22.0% |
| Q4 2018 | $19,167,000 | -40.2% | 384,565 | -40.6% | 0.17% | -35.4% |
| Q3 2018 | $32,076,000 | +600.0% | 647,090 | +603.9% | 0.27% | +523.3% |
| Q2 2018 | $4,582,000 | 0.0% | 91,934 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,582,000 | +36.2% | 91,934 | +36.7% | 0.04% | +34.4% |
| Q4 2017 | $3,365,000 | +4.8% | 67,248 | +5.5% | 0.03% | -8.6% |
| Q3 2017 | $3,211,000 | -0.9% | 63,726 | -0.8% | 0.04% | -7.9% |
| Q2 2017 | $3,239,000 | +27.1% | 64,236 | +27.2% | 0.04% | +18.8% |
| Q1 2017 | $2,548,000 | +2135.1% | 50,497 | +2117.7% | 0.03% | +1500.0% |
| Q4 2016 | $114,000 | +103.6% | 2,277 | +103.3% | 0.00% | +100.0% |
| Q3 2016 | $56,000 | +9.8% | 1,120 | +10.0% | 0.00% | 0.0% |
| Q2 2016 | $51,000 | -3.8% | 1,018 | -2.2% | 0.00% | 0.0% |
| Q1 2016 | $53,000 | -59.8% | 1,041 | -60.0% | 0.00% | -50.0% |
| Q4 2015 | $132,000 | +10.9% | 2,604 | +11.0% | 0.00% | 0.0% |
| Q3 2015 | $119,000 | -12.5% | 2,347 | -12.6% | 0.00% | -33.3% |
| Q2 2015 | $136,000 | +25.9% | 2,685 | +25.9% | 0.00% | +50.0% |
| Q1 2015 | $108,000 | +80.0% | 2,133 | +81.2% | 0.00% | +100.0% |
| Q4 2014 | $60,000 | +100.0% | 1,177 | +97.8% | 0.00% | 0.0% |
| Q3 2014 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $30,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $30,000 | – | 595 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 609,500 | $31,273,000 | 18.13% |
| Fund Evaluation Group, LLC | 2,707,316 | $138,912,000 | 15.17% |
| Edgehill Endowment Partners, LLC | 806,134 | $41,363,000 | 13.69% |
| Roof Eidam Maycock Peralta, LLC | 574,084 | $29,456,000 | 11.36% |
| SENTINEL PENSION ADVISORS INC. | 398,223 | $30,564,000 | 11.21% |
| ASSET PLANNING CORPORATION | 184,306 | $9,457,000 | 9.84% |
| Traverso Chambers Private Wealth Management, LLC | 552,283 | $28,338,000 | 9.56% |
| STERLING INVESTMENT MANAGEMENT, LLC | 254,838 | $13,076,000 | 8.95% |
| Tradewinds Capital Management, LLC | 847,172 | $43,468,000 | 8.65% |
| IFS Advisors, LLC | 207,871 | $10,665,000 | 8.34% |