SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,404,000 | -4.7% | 44,706 | -6.2% | 0.33% | -14.9% |
| Q4 2018 | $2,523,000 | -30.1% | 47,649 | -31.7% | 0.38% | +11.0% |
| Q3 2018 | $3,612,000 | +15.0% | 69,748 | +16.2% | 0.34% | -23.2% |
| Q2 2018 | $3,141,000 | -20.9% | 60,029 | -20.5% | 0.45% | -19.2% |
| Q1 2018 | $3,969,000 | -5.9% | 75,464 | -4.6% | 0.56% | -17.9% |
| Q4 2017 | $4,219,000 | -40.9% | 79,121 | -40.2% | 0.68% | -34.1% |
| Q3 2017 | $7,138,000 | +138.3% | 132,386 | +138.6% | 1.03% | +124.0% |
| Q2 2017 | $2,995,000 | -22.6% | 55,489 | -23.2% | 0.46% | -22.5% |
| Q1 2017 | $3,872,000 | -46.5% | 72,217 | -46.7% | 0.59% | -49.9% |
| Q4 2016 | $7,233,000 | -7.3% | 135,573 | -3.5% | 1.18% | -0.3% |
| Q3 2016 | $7,805,000 | +2.6% | 140,478 | +3.3% | 1.18% | -2.7% |
| Q2 2016 | $7,609,000 | +47.5% | 135,956 | +45.5% | 1.22% | +181.9% |
| Q1 2016 | $5,160,000 | -33.8% | 93,428 | -35.7% | 0.43% | -65.5% |
| Q4 2015 | $7,791,000 | +14.9% | 145,359 | +16.9% | 1.25% | +16.9% |
| Q3 2015 | $6,778,000 | -34.5% | 124,371 | -35.6% | 1.07% | -32.8% |
| Q2 2015 | $10,348,000 | +89.3% | 193,021 | +91.9% | 1.59% | +81.3% |
| Q1 2015 | $5,467,000 | -47.0% | 100,569 | -47.8% | 0.88% | -54.8% |
| Q4 2014 | $10,320,000 | – | 192,545 | – | 1.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |