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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q2 2016 | $597,000 | -3.6% | 10,660 | -4.9% | 0.53% | -9.0% |
| Q1 2016 | $619,000 | -1.4% | 11,208 | -4.4% | 0.58% | +16.7% |
| Q4 2015 | $628,000 | -11.4% | 11,724 | -9.8% | 0.50% | -16.4% |
| Q3 2015 | $709,000 | -45.1% | 13,003 | -46.0% | 0.60% | -32.9% |
| Q2 2015 | $1,292,000 | +9.7% | 24,095 | +11.1% | 0.89% | +5.2% |
| Q1 2015 | $1,178,000 | -1.2% | 21,678 | -2.5% | 0.84% | +0.6% |
| Q4 2014 | $1,192,000 | -2.2% | 22,244 | -3.4% | 0.84% | -13.3% |
| Q3 2014 | $1,219,000 | -2.2% | 23,033 | -1.8% | 0.97% | -1.5% |
| Q2 2014 | $1,246,000 | +14.5% | 23,456 | +13.3% | 0.98% | +7.4% |
| Q1 2014 | $1,088,000 | +33.5% | 20,706 | +32.3% | 0.92% | +25.3% |
| Q4 2013 | $815,000 | – | 15,646 | – | 0.73% | – |
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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% |