SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 101 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. 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% | – |
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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% |