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 ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |