SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $570,000 | +29.5% | 9,797 | +30.7% | 0.01% | -29.4% |
| Q3 2020 | $440,000 | -83.1% | 7,495 | -83.1% | 0.02% | -84.0% |
| Q2 2020 | $2,605,000 | -16.4% | 44,313 | -16.4% | 0.11% | -36.5% |
| Q1 2020 | $3,116,000 | -60.1% | 53,019 | -62.7% | 0.17% | -39.9% |
| Q4 2019 | $7,810,000 | +2.0% | 142,189 | +3.2% | 0.28% | -6.1% |
| Q3 2019 | $7,654,000 | +0.4% | 137,765 | -0.7% | 0.30% | -7.8% |
| Q2 2019 | $7,625,000 | -39.5% | 138,744 | -40.8% | 0.32% | -42.0% |
| Q1 2019 | $12,609,000 | +1449.0% | 234,462 | +1392.3% | 0.55% | +1436.1% |
| Q4 2018 | $814,000 | 0.0% | 15,711 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $814,000 | +0.9% | 15,711 | +1.9% | 0.04% | -7.7% |
| Q2 2018 | $807,000 | +14.3% | 15,422 | +14.9% | 0.04% | -4.9% |
| Q1 2018 | $706,000 | +7.5% | 13,418 | +8.9% | 0.04% | -4.7% |
| Q4 2017 | $657,000 | +21.4% | 12,322 | +22.8% | 0.04% | +4.9% |
| Q3 2017 | $541,000 | +139.4% | 10,035 | +139.6% | 0.04% | +105.0% |
| Q2 2017 | $226,000 | -70.6% | 4,188 | -69.8% | 0.02% | -82.5% |
| Q3 2016 | $770,000 | -47.3% | 13,860 | -46.9% | 0.11% | -54.0% |
| Q2 2016 | $1,461,000 | -28.2% | 26,102 | -29.2% | 0.25% | -29.7% |
| Q1 2016 | $2,035,000 | -6.0% | 36,844 | -8.8% | 0.35% | -35.7% |
| Q4 2015 | $2,164,000 | +5.6% | 40,381 | +7.3% | 0.55% | -16.1% |
| Q3 2015 | $2,050,000 | +65.1% | 37,620 | +62.4% | 0.65% | +88.5% |
| Q2 2015 | $1,242,000 | +52.0% | 23,172 | +54.1% | 0.35% | +37.7% |
| Q1 2015 | $817,000 | +75.7% | 15,033 | +73.3% | 0.25% | +40.0% |
| Q4 2014 | $465,000 | – | 8,676 | – | 0.18% | – |
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% |