SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |