SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $212,000 | -6.2% | 3,859 | -8.3% | 0.06% | -12.9% |
| Q1 2019 | $226,000 | -32.1% | 4,209 | -33.9% | 0.07% | -39.1% |
| Q2 2018 | $333,000 | -1.2% | 6,365 | -0.5% | 0.12% | -14.2% |
| Q1 2018 | $337,000 | -1.2% | 6,399 | 0.0% | 0.13% | +0.8% |
| Q4 2017 | $341,000 | -21.1% | 6,399 | -20.1% | 0.13% | -23.6% |
| Q3 2017 | $432,000 | +0.9% | 8,008 | +1.0% | 0.17% | -4.4% |
| Q2 2017 | $428,000 | +3.4% | 7,925 | +2.6% | 0.18% | -3.2% |
| Q1 2017 | $414,000 | +3.2% | 7,727 | +2.7% | 0.19% | -6.0% |
| Q4 2016 | $401,000 | +43.2% | 7,521 | +49.5% | 0.20% | +29.9% |
| Q3 2016 | $280,000 | – | 5,031 | – | 0.15% | – |
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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% |