SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 1 | -50.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 2 | +100.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 1 | -66.7% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 3 | +200.0% | 0.00% | – |
| Q1 2015 | $1,000 | -80.0% | 1 | -98.9% | 0.00% | – |
| Q4 2014 | $5,000 | -99.5% | 94 | -99.5% | 0.00% | -100.0% |
| Q1 2014 | $1,038,000 | +78.4% | 19,738 | +76.7% | 0.10% | +63.5% |
| Q4 2013 | $582,000 | +23.0% | 11,170 | +25.0% | 0.06% | +3.3% |
| Q3 2013 | $473,000 | +7.0% | 8,938 | +6.7% | 0.06% | -15.3% |
| Q2 2013 | $442,000 | – | 8,377 | – | 0.07% | – |
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% |