SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $13,000 | -7.1% | 258 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | -48.1% | 258 | -48.9% | 0.00% | -57.1% |
| Q1 2018 | $27,000 | 0.0% | 505 | 0.0% | 0.01% | +16.7% |
| Q4 2017 | $27,000 | -15.6% | 505 | -14.7% | 0.01% | -25.0% |
| Q3 2017 | $32,000 | 0.0% | 592 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $32,000 | 0.0% | 592 | 0.0% | 0.01% | -18.2% |
| Q1 2017 | $32,000 | -13.5% | 592 | -14.7% | 0.01% | -26.7% |
| Q4 2016 | $37,000 | -5.1% | 694 | -0.6% | 0.02% | -11.8% |
| Q3 2016 | $39,000 | +39.3% | 698 | +41.9% | 0.02% | +41.7% |
| Q2 2016 | $28,000 | +3.7% | 492 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $27,000 | +2600.0% | 492 | +4820.0% | 0.01% | +1100.0% |
| Q4 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $1,000 | – | 10 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 225,578 | $12,533,000 | 13.23% |
| Morningstar Investment Management LLC | 698,144 | $38,789,000 | 10.92% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 142,865 | $7,938,000 | 9.76% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 636,230 | $35,292,000 | 9.62% |
| BerganKDV Wealth Management, LLC | 745,059 | $41,396,000 | 8.18% |
| Beacon Wealthcare, Inc | 178,712 | $9,929,000 | 7.15% |
| Invst, LLC | 229,239 | $12,748,000 | 5.74% |
| STERLING INVESTMENT MANAGEMENT, LLC | 132,006 | $7,334,000 | 5.36% |
| Charles Schwab Trust Co | 202,056 | $11,236,000 | 5.24% |
| SWS Partners | 141,910 | $7,833,000 | 4.64% |