SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527 | -2.8% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $542 | -2.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $555 | +12.8% | 11 | +10.0% | 0.00% | – |
| Q4 2022 | $492 | – | 10 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 10 | -93.3% | 0.00% | – |
| Q2 2022 | $8,000 | -72.4% | 150 | -70.0% | 0.00% | -100.0% |
| Q1 2020 | $29,000 | +1350.0% | 500 | +1288.9% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 36 | +24.1% | 0.00% | – |
| Q3 2018 | $2,000 | +100.0% | 29 | +7.4% | 0.00% | – |
| Q2 2018 | $1,000 | – | 27 | – | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -75.0% | 110 | -75.7% | 0.00% | -80.0% |
| Q2 2015 | $24,000 | -4.0% | 452 | 0.0% | 0.01% | -16.7% |
| Q1 2015 | $25,000 | +4.2% | 452 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $24,000 | +300.0% | 452 | +310.9% | 0.01% | +200.0% |
| Q3 2014 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |