SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $209,000 | -95.5% | 3,956 | -95.5% | 0.08% | -95.0% |
| Q3 2018 | $4,598,000 | -40.2% | 88,783 | -39.6% | 1.51% | -37.7% |
| Q2 2018 | $7,686,000 | -48.5% | 146,876 | -48.2% | 2.43% | -49.3% |
| Q1 2018 | $14,915,000 | -42.1% | 283,605 | -41.3% | 4.79% | -46.3% |
| Q4 2017 | $25,763,000 | -16.7% | 483,181 | -15.8% | 8.93% | -12.7% |
| Q3 2017 | $30,937,000 | +819.9% | 573,756 | +820.7% | 10.22% | +731.9% |
| Q2 2017 | $3,363,000 | -90.9% | 62,319 | -91.0% | 1.23% | -90.2% |
| Q1 2017 | $37,007,000 | +27.9% | 690,296 | +27.3% | 12.51% | +12.2% |
| Q4 2016 | $28,931,000 | +519.5% | 542,292 | +545.2% | 11.16% | +630.0% |
| Q3 2016 | $4,670,000 | +949.4% | 84,044 | +956.6% | 1.53% | +1023.5% |
| Q2 2016 | $445,000 | +25.0% | 7,954 | +23.2% | 0.14% | +43.2% |
| Q1 2016 | $356,000 | – | 6,454 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |