SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 127 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 844,276 | $45,405,000 | 12.84% |
| Tradewinds Capital Management, LLC | 534,748 | $28,759,000 | 10.54% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 186,575 | $10,034,000 | 9.22% |
| Beacon Wealthcare, Inc | 187,757 | $10,098,000 | 8.20% |
| Invst, LLC | 265,764 | $14,205,000 | 7.12% |
| Swaine & Leidel Wealth Services, LLC | 98,082 | $5,275,000 | 6.67% |
| BerganKDV Wealth Management, LLC | 572,417 | $30,785,000 | 6.29% |
| Northwest Capital Management Inc | 92,968 | $5,000,000 | 6.03% |
| FLC Capital Advisors | 232,831 | $12,522,000 | 5.67% |
| 55I, LLC | 131,531 | $7,074,000 | 5.61% |