SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,166,000 | -20.1% | 21,623 | -20.1% | 0.42% | -22.9% |
| Q2 2017 | $1,460,000 | -10.1% | 27,057 | -10.7% | 0.54% | -11.9% |
| Q1 2017 | $1,624,000 | -0.5% | 30,284 | -1.0% | 0.62% | -5.8% |
| Q4 2016 | $1,632,000 | -3.8% | 30,584 | +0.1% | 0.65% | -8.4% |
| Q3 2016 | $1,697,000 | +34.5% | 30,544 | +35.5% | 0.71% | +27.8% |
| Q2 2016 | $1,262,000 | +74.6% | 22,540 | +72.2% | 0.56% | +62.7% |
| Q1 2016 | $723,000 | – | 13,086 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |