SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,000 | -96.0% | 70 | -96.3% | 0.00% | -97.3% |
| Q4 2018 | $101,000 | +140.5% | 1,910 | +136.4% | 0.04% | +117.6% |
| Q3 2018 | $42,000 | +13.5% | 808 | +12.4% | 0.02% | +6.2% |
| Q2 2018 | $37,000 | +2.8% | 719 | +4.1% | 0.02% | +6.7% |
| Q1 2018 | $36,000 | 0.0% | 691 | +0.3% | 0.02% | -6.2% |
| Q4 2017 | $36,000 | +16.1% | 689 | +18.6% | 0.02% | +45.5% |
| Q3 2017 | $31,000 | +29.2% | 581 | +31.2% | 0.01% | -21.4% |
| Q2 2017 | $24,000 | +20.0% | 443 | +17.8% | 0.01% | +16.7% |
| Q1 2017 | $20,000 | – | 376 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |