SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 844,276 | $45,405,000 | 12.84% |
| Tradewinds Capital Management, LLC | 534,748 | $28,759,000 | 10.54% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 186,575 | $10,034,000 | 9.22% |
| Beacon Wealthcare, Inc | 187,757 | $10,098,000 | 8.20% |
| Invst, LLC | 265,764 | $14,205,000 | 7.12% |
| Swaine & Leidel Wealth Services, LLC | 98,082 | $5,275,000 | 6.67% |
| BerganKDV Wealth Management, LLC | 572,417 | $30,785,000 | 6.29% |
| Northwest Capital Management Inc | 92,968 | $5,000,000 | 6.03% |
| FLC Capital Advisors | 232,831 | $12,522,000 | 5.67% |
| 55I, LLC | 131,531 | $7,074,000 | 5.61% |