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 ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |