SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 126 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $208,000 | +3.5% | 3,654 | +6.7% | 0.04% | -29.1% |
| Q3 2020 | $201,000 | -14.5% | 3,426 | -14.2% | 0.06% | -20.3% |
| Q2 2020 | $235,000 | -1.3% | 3,991 | -1.5% | 0.07% | -23.3% |
| Q1 2020 | $238,000 | -89.0% | 4,050 | -89.7% | 0.09% | -86.5% |
| Q4 2019 | $2,158,000 | +0.7% | 39,293 | +1.9% | 0.67% | -11.9% |
| Q3 2019 | $2,142,000 | +6.1% | 38,560 | +5.0% | 0.76% | -9.1% |
| Q2 2019 | $2,019,000 | +4.7% | 36,735 | +2.4% | 0.83% | +8.6% |
| Q1 2019 | $1,928,000 | +9.7% | 35,859 | +8.0% | 0.77% | -9.3% |
| Q4 2018 | $1,758,000 | +0.9% | 33,207 | -1.3% | 0.85% | +9.0% |
| Q3 2018 | $1,742,000 | -7.4% | 33,636 | -6.4% | 0.78% | -18.7% |
| Q2 2018 | $1,881,000 | +3.4% | 35,953 | +4.0% | 0.95% | +16.8% |
| Q1 2018 | $1,819,000 | +45375.0% | 34,575 | +50008.7% | 0.82% | +40750.0% |
| Q4 2017 | $4,000 | – | 69 | – | 0.00% | – |
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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% |