SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $555,000 | +26.7% | 11,159 | +27.1% | 0.08% | +24.6% |
| Q1 2018 | $438,000 | -18.9% | 8,779 | -18.7% | 0.06% | -16.7% |
| Q4 2017 | $540,000 | -8.3% | 10,792 | -7.7% | 0.08% | -10.3% |
| Q3 2017 | $589,000 | +1.7% | 11,686 | +1.8% | 0.09% | -1.1% |
| Q2 2017 | $579,000 | -36.0% | 11,479 | -36.0% | 0.09% | -38.5% |
| Q1 2017 | $904,000 | +9.6% | 17,925 | +9.6% | 0.14% | +2.9% |
| Q4 2016 | $825,000 | +8.0% | 16,355 | +8.8% | 0.14% | +8.6% |
| Q3 2016 | $764,000 | -0.7% | 15,035 | -0.4% | 0.13% | -4.5% |
| Q2 2016 | $769,000 | +29.7% | 15,094 | +29.3% | 0.13% | +20.7% |
| Q1 2016 | $593,000 | +6.1% | 11,676 | +5.4% | 0.11% | +1.8% |
| Q4 2015 | $559,000 | +0.4% | 11,081 | +1.1% | 0.11% | -0.9% |
| Q3 2015 | $557,000 | +8.2% | 10,956 | +8.0% | 0.11% | +12.2% |
| Q2 2015 | $515,000 | -2.8% | 10,143 | -2.8% | 0.10% | -7.5% |
| Q1 2015 | $530,000 | +28.6% | 10,433 | +28.0% | 0.11% | +19.1% |
| Q4 2014 | $412,000 | +5.9% | 8,149 | +5.8% | 0.09% | 0.0% |
| Q3 2014 | $389,000 | -1.0% | 7,704 | -0.9% | 0.09% | -2.2% |
| Q2 2014 | $393,000 | – | 7,771 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 724,182 | $36,824,000 | 17.91% |
| Fund Evaluation Group, LLC | 2,846,427 | $145,663,000 | 15.73% |
| IFS Advisors, LLC | 353,780 | $17,989,000 | 12.64% |
| Passive Capital Management, LLC. | 404,151 | $20,551,054 | 11.64% |
| STRATEGIC WEALTH MANAGEMENT INC | 457,418 | $23,260,000 | 11.50% |
| Edgehill Endowment Partners, LLC | 808,660 | $41,120,000 | 11.41% |
| ASSET PLANNING CORPORATION | 223,363 | $11,358,000 | 9.72% |
| Traverso Chambers Private Wealth Management, LLC | 614,306 | $31,237,000 | 9.26% |
| Tradewinds Capital Management, LLC | 1,051,636 | $53,476,000 | 8.20% |
| STERLING INVESTMENT MANAGEMENT, LLC | 247,159 | $12,568,000 | 7.83% |