SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $6,902,000 | +12.1% | 133,268 | +13.2% | 3.77% | +5.6% |
| Q2 2018 | $6,159,000 | -2.8% | 117,693 | -2.3% | 3.57% | +20.1% |
| Q1 2018 | $6,335,000 | +1.2% | 120,453 | +2.4% | 2.97% | -4.3% |
| Q4 2017 | $6,257,000 | -64.7% | 117,598 | -64.3% | 3.10% | -31.3% |
| Q3 2017 | $17,747,000 | +135.2% | 329,247 | +135.4% | 4.51% | +6.7% |
| Q2 2017 | $7,547,000 | +8.3% | 139,862 | +8.1% | 4.23% | +5.1% |
| Q1 2017 | $6,966,000 | +1082.7% | 129,414 | +1118.4% | 4.02% | +872.2% |
| Q2 2016 | $589,000 | -3.3% | 10,622 | -4.2% | 0.41% | -19.9% |
| Q1 2016 | $609,000 | – | 11,084 | – | 0.52% | – |
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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% |