SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $14,000 | 0.0% | 265 | -4.3% | 0.01% | +40.0% |
| Q3 2018 | $14,000 | 0.0% | 277 | +1.5% | 0.01% | -16.7% |
| Q2 2018 | $14,000 | 0.0% | 273 | +1.9% | 0.01% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 268 | +2.7% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | – | 261 | +12950.0% | 0.01% | – |
| Q3 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 2 | -99.6% | 0.00% | -100.0% |
| Q1 2017 | $27,000 | 0.0% | 503 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $27,000 | -99.9% | 503 | +1.8% | 0.01% | -7.7% |
| Q3 2016 | $27,251,000 | -0.1% | 494 | +1.4% | 0.01% | 0.0% |
| Q2 2016 | $27,287,000 | +2.9% | 487 | +1.7% | 0.01% | 0.0% |
| Q1 2016 | $26,508,000 | +6.6% | 479 | +3.2% | 0.01% | +8.3% |
| Q4 2015 | $24,874,000 | – | 464 | – | 0.01% | – |
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% |