SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 52 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,484,000 | +9.1% | 44,032 | +12.6% | 0.11% | -17.4% |
| Q4 2020 | $2,277,000 | +5.6% | 39,112 | +6.5% | 0.14% | -3.5% |
| Q3 2020 | $2,156,000 | +3.1% | 36,735 | +3.3% | 0.14% | -1.4% |
| Q2 2020 | $2,091,000 | +0.7% | 35,572 | +0.7% | 0.14% | -27.5% |
| Q1 2020 | $2,077,000 | +5.8% | 35,336 | -1.1% | 0.20% | +51.5% |
| Q4 2019 | $1,963,000 | -20.3% | 35,743 | -19.4% | 0.13% | -23.3% |
| Q3 2019 | $2,463,000 | -39.9% | 44,329 | -40.5% | 0.17% | -39.4% |
| Q2 2019 | $4,097,000 | -18.6% | 74,552 | -20.3% | 0.28% | -19.3% |
| Q1 2019 | $5,033,000 | -6.4% | 93,591 | -7.9% | 0.35% | -12.7% |
| Q4 2018 | $5,378,000 | +310.5% | 101,574 | +301.5% | 0.40% | +347.8% |
| Q3 2018 | $1,310,000 | -2.9% | 25,299 | -1.9% | 0.09% | +11.1% |
| Q2 2018 | $1,349,000 | -0.8% | 25,786 | -0.3% | 0.08% | 0.0% |
| Q1 2018 | $1,360,000 | +4.5% | 25,851 | +5.9% | 0.08% | +6.6% |
| Q4 2017 | $1,301,000 | +6.1% | 24,407 | +7.3% | 0.08% | 0.0% |
| Q3 2017 | $1,226,000 | +13.3% | 22,746 | +13.4% | 0.08% | +10.1% |
| Q2 2017 | $1,082,000 | +5.7% | 20,055 | +5.0% | 0.07% | +3.0% |
| Q1 2017 | $1,024,000 | +31.8% | 19,103 | +31.2% | 0.07% | +26.4% |
| Q4 2016 | $777,000 | +7.9% | 14,557 | +11.2% | 0.05% | -11.7% |
| Q3 2016 | $720,000 | +48.1% | 13,093 | +50.7% | 0.06% | +62.2% |
| Q2 2016 | $486,000 | +54.8% | 8,690 | +52.8% | 0.04% | +23.3% |
| Q1 2016 | $314,000 | +16.7% | 5,688 | +13.1% | 0.03% | +25.0% |
| Q4 2015 | $269,000 | -1.8% | 5,027 | 0.0% | 0.02% | -17.2% |
| Q3 2015 | $274,000 | -27.7% | 5,027 | -27.9% | 0.03% | -14.7% |
| Q1 2015 | $379,000 | -24.0% | 6,977 | -25.1% | 0.03% | -24.4% |
| Q4 2014 | $499,000 | -8.8% | 9,317 | -10.0% | 0.04% | -35.7% |
| Q3 2014 | $547,000 | -30.8% | 10,347 | -30.4% | 0.07% | -24.7% |
| Q2 2014 | $790,000 | -99.0% | 14,870 | -99.0% | 0.09% | -98.9% |
| Q1 2014 | $81,237,000 | +59.0% | 1,545,904 | +59.8% | 8.10% | +35.5% |
| Q3 2013 | $51,107,000 | +1.9% | 967,214 | +1.6% | 5.98% | -10.3% |
| Q2 2013 | $50,153,000 | – | 952,075 | – | 6.66% | – |
Download | ||||||
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% |