SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 26 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $54,000 | -1.8% | 1,010 | 0.0% | 0.04% | -2.8% |
| Q3 2015 | $55,000 | +27.9% | 1,010 | +23.2% | 0.04% | +38.5% |
| Q2 2015 | $43,000 | -2.3% | 820 | 0.0% | 0.03% | +4.0% |
| Q4 2014 | $44,000 | +2.3% | 820 | 0.0% | 0.02% | +13.6% |
| Q3 2014 | $43,000 | +10.3% | 820 | +13.1% | 0.02% | +10.0% |
| Q2 2014 | $39,000 | +2.6% | 725 | 0.0% | 0.02% | -4.8% |
| Q1 2014 | $38,000 | -19.1% | 725 | -19.4% | 0.02% | -40.0% |
| Q4 2013 | $47,000 | -9.6% | 900 | -9.1% | 0.04% | -22.2% |
| Q3 2013 | $52,000 | -17.5% | 990 | -17.8% | 0.04% | -13.5% |
| Q2 2013 | $63,000 | – | 1,205 | – | 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% |