SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $113,442,000 | +0.1% | 2,041,794 | -1.0% | 1.84% | -7.9% |
| Q2 2019 | $113,330,000 | -20.8% | 2,062,042 | -22.5% | 2.00% | -23.8% |
| Q1 2019 | $143,074,000 | +19.7% | 2,660,365 | +17.9% | 2.63% | +8.8% |
| Q4 2018 | $119,488,000 | +32.0% | 2,256,616 | +29.1% | 2.41% | +55.4% |
| Q3 2018 | $90,521,000 | +152.7% | 1,747,853 | +155.3% | 1.55% | +142.7% |
| Q2 2018 | $35,822,000 | +16.1% | 684,546 | +16.6% | 0.64% | +16.4% |
| Q1 2018 | $30,864,000 | +35.0% | 586,885 | +36.8% | 0.55% | +41.0% |
| Q4 2017 | $22,868,000 | -51.3% | 428,885 | -50.7% | 0.39% | -53.5% |
| Q3 2017 | $46,939,000 | +39.4% | 870,533 | +39.5% | 0.84% | +34.7% |
| Q2 2017 | $33,680,000 | – | 624,045 | – | 0.62% | – |
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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% |