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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $312,000 | -71.6% | 5,592 | -73.1% | 0.01% | -75.5% |
| Q4 2018 | $1,099,000 | +0.5% | 20,751 | -1.7% | 0.05% | +14.0% |
| Q3 2018 | $1,093,000 | +31.4% | 21,110 | +32.8% | 0.04% | +16.2% |
| Q2 2018 | $832,000 | -1.7% | 15,891 | -1.2% | 0.04% | -9.8% |
| Q1 2018 | $846,000 | -81.0% | 16,082 | -80.7% | 0.04% | -81.4% |
| Q4 2017 | $4,451,000 | +9.2% | 83,474 | +10.4% | 0.22% | -0.5% |
| Q3 2017 | $4,077,000 | +147.7% | 75,609 | +147.9% | 0.22% | +119.8% |
| Q2 2017 | $1,646,000 | +14.5% | 30,497 | +13.7% | 0.10% | +7.4% |
| Q1 2017 | $1,438,000 | +103.4% | 26,827 | +102.5% | 0.09% | +74.1% |
| Q4 2016 | $707,000 | – | 13,248 | – | 0.05% | – |
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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% |