SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 42 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,662,000 | +312.4% | 30,794 | +324.9% | 0.05% | +360.0% |
| Q3 2016 | $403,000 | +11.3% | 7,247 | +12.0% | 0.01% | +25.0% |
| Q2 2016 | $362,000 | -25.7% | 6,471 | -26.7% | 0.01% | -42.9% |
| Q1 2016 | $487,000 | +6.8% | 8,826 | +5.5% | 0.01% | +100.0% |
| Q3 2015 | $456,000 | +6.3% | 8,362 | +5.9% | 0.01% | -22.2% |
| Q1 2015 | $429,000 | -70.3% | 7,895 | -71.0% | 0.01% | -67.9% |
| Q3 2014 | $1,443,000 | – | 27,258 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |