SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 101 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,473,000 | -1.2% | 45,028 | 0.0% | 0.29% | -12.4% |
| Q3 2019 | $2,502,000 | +504.3% | 45,028 | +479.4% | 0.33% | +220.4% |
| Q4 2017 | $414,000 | -1.2% | 7,772 | 0.0% | 0.10% | -24.3% |
| Q3 2017 | $419,000 | 0.0% | 7,772 | 0.0% | 0.14% | -14.5% |
| Q2 2017 | $419,000 | -42.1% | 7,772 | -42.5% | 0.16% | -49.5% |
| Q1 2017 | $724,000 | +11.0% | 13,506 | +10.6% | 0.32% | -6.5% |
| Q4 2016 | $652,000 | – | 12,217 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |