SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 79 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $2,339,000 | -14.7% | 43,638 | -15.1% | 1.40% | -14.7% |
| Q4 2016 | $2,742,000 | -5.7% | 51,398 | -1.8% | 1.64% | -9.1% |
| Q3 2016 | $2,908,000 | -5.2% | 52,341 | -4.5% | 1.81% | -36.2% |
| Q2 2016 | $3,067,000 | -9.2% | 54,802 | -10.4% | 2.83% | -11.5% |
| Q1 2016 | $3,377,000 | -12.9% | 61,142 | -15.5% | 3.20% | -13.8% |
| Q4 2015 | $3,878,000 | – | 72,347 | – | 3.72% | – |
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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% |