SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $216,000 | +2.4% | 4,076 | 0.0% | 0.30% | +12.5% |
| Q3 2018 | $211,000 | -96.1% | 4,076 | -96.0% | 0.27% | -95.3% |
| Q2 2018 | $5,398,000 | -3.2% | 103,161 | -2.7% | 5.71% | -1.5% |
| Q1 2018 | $5,576,000 | -1.5% | 106,020 | -0.1% | 5.80% | -5.0% |
| Q4 2017 | $5,660,000 | -2.5% | 106,156 | -1.4% | 6.10% | +6.1% |
| Q3 2017 | $5,805,000 | -1.4% | 107,656 | -1.3% | 5.75% | -3.8% |
| Q2 2017 | $5,889,000 | 0.0% | 109,125 | -0.7% | 5.97% | -9.5% |
| Q1 2017 | $5,889,000 | -0.3% | 109,855 | -0.8% | 6.60% | +4.9% |
| Q4 2016 | $5,909,000 | -4.5% | 110,755 | -0.6% | 6.29% | -15.7% |
| Q3 2016 | $6,190,000 | -1.4% | 111,410 | -0.6% | 7.46% | -9.1% |
| Q2 2016 | $6,276,000 | +0.8% | 112,130 | -0.5% | 8.21% | -8.8% |
| Q1 2016 | $6,227,000 | – | 112,740 | – | 9.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |