SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3 | -100.0% | 72 | -91.3% | 0.00% | -100.0% |
| Q1 2022 | $44,000 | -6.4% | 832 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $47,000 | 0.0% | 832 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $47,000 | +38.2% | 832 | +32.7% | 0.01% | -62.5% |
| Q3 2017 | $34,000 | 0.0% | 627 | 0.0% | 0.02% | -5.9% |
| Q2 2017 | $34,000 | 0.0% | 627 | 0.0% | 0.02% | -5.6% |
| Q1 2017 | $34,000 | -97.5% | 627 | -97.5% | 0.02% | -97.7% |
| Q4 2016 | $1,337,000 | -3.3% | 25,048 | +1.2% | 0.78% | -11.2% |
| Q3 2016 | $1,382,000 | +3.8% | 24,752 | +4.1% | 0.87% | -5.6% |
| Q2 2016 | $1,331,000 | -17.8% | 23,780 | -18.9% | 0.92% | -22.3% |
| Q1 2016 | $1,619,000 | – | 29,308 | +2930700.0% | 1.19% | – |
| Q4 2015 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 225,578 | $12,533,000 | 13.23% |
| Morningstar Investment Management LLC | 698,144 | $38,789,000 | 10.92% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 142,865 | $7,938,000 | 9.76% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 636,230 | $35,292,000 | 9.62% |
| BerganKDV Wealth Management, LLC | 745,059 | $41,396,000 | 8.18% |
| Beacon Wealthcare, Inc | 178,712 | $9,929,000 | 7.15% |
| Invst, LLC | 229,239 | $12,748,000 | 5.74% |
| STERLING INVESTMENT MANAGEMENT, LLC | 132,006 | $7,334,000 | 5.36% |
| Charles Schwab Trust Co | 202,056 | $11,236,000 | 5.24% |
| SWS Partners | 141,910 | $7,833,000 | 4.64% |