SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 140 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |