SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 140 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,061,000 | +43.0% | 19,295 | +44.6% | 0.01% | +40.0% |
| Q3 2019 | $742,000 | +743.2% | 13,342 | +740.2% | 0.01% | +400.0% |
| Q2 2019 | $88,000 | +2.3% | 1,588 | -1.1% | 0.00% | 0.0% |
| Q1 2019 | $86,000 | -65.9% | 1,605 | -66.3% | 0.00% | -50.0% |
| Q4 2018 | $252,000 | +92.4% | 4,761 | +88.6% | 0.00% | +100.0% |
| Q3 2018 | $131,000 | +6.5% | 2,524 | +7.8% | 0.00% | -50.0% |
| Q2 2018 | $123,000 | -5.4% | 2,341 | -5.1% | 0.00% | 0.0% |
| Q1 2018 | $130,000 | +8.3% | 2,466 | +10.1% | 0.00% | 0.0% |
| Q4 2017 | $120,000 | +1614.3% | 2,239 | +1691.2% | 0.00% | – |
| Q3 2017 | $7,000 | -53.3% | 125 | -56.3% | 0.00% | – |
| Q4 2016 | $15,000 | -40.0% | 286 | -37.8% | 0.00% | -100.0% |
| Q2 2016 | $25,000 | – | 460 | – | 0.00% | – |
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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% |