SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 55 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $221,000 | -51.0% | 4,136 | -50.6% | 0.10% | -50.3% |
| Q3 2017 | $451,000 | +2.7% | 8,372 | +3.0% | 0.19% | -5.0% |
| Q2 2017 | $439,000 | +12.3% | 8,126 | +11.6% | 0.20% | +10.4% |
| Q1 2017 | $391,000 | +12.4% | 7,284 | +11.7% | 0.18% | -18.8% |
| Q4 2016 | $348,000 | +11.5% | 6,520 | +16.0% | 0.22% | +40.9% |
| Q3 2016 | $312,000 | +15.6% | 5,620 | +16.5% | 0.16% | +13.6% |
| Q2 2016 | $270,000 | +1.5% | 4,826 | +0.3% | 0.14% | -0.7% |
| Q1 2016 | $266,000 | -2.6% | 4,811 | -5.6% | 0.14% | -7.8% |
| Q4 2015 | $273,000 | +2.6% | 5,095 | +4.6% | 0.15% | -2.5% |
| Q3 2015 | $266,000 | +8.6% | 4,873 | +6.6% | 0.16% | -6.0% |
| Q2 2015 | $245,000 | -2.0% | 4,572 | -0.4% | 0.17% | -3.5% |
| Q1 2015 | $250,000 | +14.7% | 4,590 | +13.0% | 0.17% | +10.2% |
| Q4 2014 | $218,000 | – | 4,061 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 608,014 | $30,662,146 | 11.14% |
| BerganKDV Wealth Management, LLC | 1,770,773 | $89,300,092 | 9.20% |
| LIBRA WEALTH LLC | 271,717 | $13,702,688 | 7.94% |
| HC Advisors, LLC | 227,517 | $11,473,705 | 7.09% |
| Morningstar Investment Management LLC | 934,158 | $47,110 | 7.02% |
| WestHill Financial Advisors, Inc. | 442,569 | $22,318,755 | 6.68% |
| Beacon Wealthcare LLC | 251,479 | $12,682,086 | 6.63% |
| Charles Schwab Investment Advisory, Inc. | 76,816,412 | $3,873,851,669 | 6.17% |
| FLC Capital Advisors | 364,254 | $18,369,329 | 5.62% |
| Moisand Fitzgerald Tamayo, LLC | 502,831 | $25,357,768 | 5.42% |