SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 101 filers reported holding SCHWAB STRATEGIC TR in Q3 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 ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 608,014 | $30,662,146 | 11.14% |
| BerganKDV Wealth Management, LLC | 1,770,773 | $89,300,092 | 9.20% |
| LIBRA WEALTH LLC | 271,717 | $13,702,688 | 7.94% |
| HC Advisors, LLC | 227,517 | $11,473,705 | 7.09% |
| Morningstar Investment Management LLC | 934,158 | $47,110 | 7.02% |
| WestHill Financial Advisors, Inc. | 442,569 | $22,318,755 | 6.68% |
| Beacon Wealthcare LLC | 251,479 | $12,682,086 | 6.63% |
| Charles Schwab Investment Advisory, Inc. | 76,816,412 | $3,873,851,669 | 6.17% |
| FLC Capital Advisors | 364,254 | $18,369,329 | 5.62% |
| Moisand Fitzgerald Tamayo, LLC | 502,831 | $25,357,768 | 5.42% |