SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $91,000 | -23.5% | 1,740 | -21.4% | 0.02% | -37.5% |
| Q1 2017 | $119,000 | -7.8% | 2,215 | -8.3% | 0.03% | -15.8% |
| Q4 2016 | $129,000 | -99.0% | 2,415 | -99.0% | 0.04% | -99.0% |
| Q3 2016 | $13,076,000 | +11.7% | 235,343 | +12.6% | 3.90% | +2.4% |
| Q2 2016 | $11,702,000 | +21.3% | 209,084 | +19.7% | 3.80% | +0.2% |
| Q1 2016 | $9,646,000 | +3296.5% | 174,648 | +3192.1% | 3.80% | +3658.4% |
| Q4 2015 | $284,000 | -97.7% | 5,305 | -97.7% | 0.10% | -97.8% |
| Q3 2015 | $12,573,000 | – | 230,703 | +4613960.0% | 4.65% | – |
| Q4 2013 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2013 | $0 | – | 5 | – | 0.00% | – |
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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% |