SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 79 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $330,000 | +3.1% | 5,971 | 0.0% | 0.04% | +2.9% |
| Q4 2015 | $320,000 | -1.2% | 5,971 | +0.4% | 0.03% | -8.1% |
| Q3 2015 | $324,000 | -27.5% | 5,945 | -28.7% | 0.04% | -21.3% |
| Q2 2015 | $447,000 | +41.9% | 8,333 | +43.8% | 0.05% | +38.2% |
| Q1 2015 | $315,000 | +14.1% | 5,795 | +12.5% | 0.03% | +9.7% |
| Q4 2014 | $276,000 | -9.5% | 5,151 | -10.6% | 0.03% | -16.2% |
| Q3 2014 | $305,000 | +39.9% | 5,762 | +40.4% | 0.04% | +37.0% |
| Q2 2014 | $218,000 | – | 4,105 | – | 0.03% | – |
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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% |