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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $309,023 | +22.5% | 6,128 | +19.6% | 0.03% | +8.3% |
| Q4 2022 | $252,292 | -1.1% | 5,125 | -1.2% | 0.02% | -20.0% |
| Q3 2022 | $255,000 | -9.3% | 5,187 | -4.7% | 0.03% | -9.1% |
| Q2 2022 | $281,000 | -4.7% | 5,440 | -1.8% | 0.03% | +10.0% |
| Q1 2022 | $295,000 | +5.0% | 5,541 | +10.8% | 0.03% | +7.1% |
| Q4 2021 | $281,000 | +1.4% | 5,000 | +2.2% | 0.03% | 0.0% |
| Q3 2021 | $277,000 | -17.1% | 4,891 | -16.7% | 0.03% | -15.2% |
| Q2 2021 | $334,000 | +0.9% | 5,875 | +0.1% | 0.03% | -5.7% |
| Q1 2021 | $331,000 | -8.3% | 5,868 | -5.4% | 0.04% | -18.6% |
| Q4 2020 | $361,000 | +13.9% | 6,201 | +14.7% | 0.04% | -2.3% |
| Q3 2020 | $317,000 | -6.5% | 5,405 | -6.4% | 0.04% | -15.4% |
| Q2 2020 | $339,000 | -29.7% | 5,773 | -29.6% | 0.05% | -43.5% |
| Q1 2020 | $482,000 | -52.7% | 8,195 | -55.8% | 0.09% | -45.2% |
| Q4 2019 | $1,020,000 | -81.0% | 18,561 | -80.8% | 0.17% | -82.6% |
| Q3 2019 | $5,359,000 | +19.2% | 96,459 | +17.9% | 0.97% | +12.3% |
| Q2 2019 | $4,495,000 | -50.7% | 81,790 | -51.8% | 0.86% | -55.4% |
| Q1 2019 | $9,122,000 | +11.9% | 169,609 | +10.1% | 1.93% | -14.1% |
| Q4 2018 | $8,153,000 | -6.7% | 153,982 | -8.8% | 2.25% | +13.4% |
| Q3 2018 | $8,740,000 | +6.1% | 168,766 | +7.2% | 1.98% | -4.6% |
| Q2 2018 | $8,236,000 | +1.3% | 157,390 | +1.8% | 2.08% | +7.2% |
| Q1 2018 | $8,131,000 | -27.7% | 154,611 | -26.7% | 1.94% | -28.6% |
| Q4 2017 | $11,247,000 | +10.6% | 210,931 | +11.9% | 2.72% | +4.6% |
| Q3 2017 | $10,166,000 | +1.1% | 188,543 | +1.2% | 2.60% | -7.6% |
| Q2 2017 | $10,054,000 | +21.9% | 186,298 | +20.5% | 2.81% | +9.6% |
| Q1 2017 | $8,248,000 | 0.0% | 154,608 | 0.0% | 2.56% | 0.0% |
| Q4 2016 | $8,248,000 | +48.1% | 154,608 | +54.3% | 2.56% | +44.9% |
| Q3 2016 | $5,568,000 | +114.8% | 100,223 | +116.4% | 1.77% | +96.2% |
| Q2 2016 | $2,592,000 | +36.6% | 46,312 | +34.8% | 0.90% | +15.4% |
| Q1 2016 | $1,898,000 | +261.5% | 34,366 | +256.8% | 0.78% | +212.4% |
| Q3 2015 | $525,000 | – | 9,632 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 547,922 | $28,673,000 | 20.19% |
| BerganKDV Wealth Management, LLC | 553,561 | $28,968,000 | 6.48% |
| PRING TURNER CAPITAL GROUP INC | 103,161 | $5,398,000 | 5.71% |
| SWS Partners | 136,010 | $7,117,000 | 5.00% |
| Beacon Wealthcare, Inc | 84,953 | $4,445,000 | 4.30% |
| Relaxing Retirement Coach | 226,222 | $11,839,000 | 3.65% |
| Moisand Fitzgerald Tamayo, LLC | 119,181 | $6,237,000 | 3.63% |
| Alliance Wealth Management Group | 117,693 | $6,159,000 | 3.57% |
| Charles Schwab Investment Advisory, Inc. | 36,444,417 | $1,907,136,000 | 3.49% |
| JUNCTURE WEALTH STRATEGIES, LLC | 116,733 | $6,109,000 | 3.27% |