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 | ||||
---|---|---|---|---|---|---|
Q3 2019 | $101,341,000 | +15.6% | 1,824 | +14.4% | 0.00% | – |
Q2 2019 | $87,661,000 | +109.8% | 1,595 | +105.3% | 0.00% | – |
Q1 2019 | $41,787,000 | +13.6% | 777 | +11.8% | 0.00% | – |
Q4 2018 | $36,800,000 | +45.9% | 695 | +42.7% | 0.00% | – |
Q3 2018 | $25,222,000 | +1360.5% | 487 | +1375.8% | 0.00% | – |
Q2 2018 | $1,727,000 | +2598.4% | 33 | -97.2% | 0.00% | – |
Q4 2016 | $64,000 | – | 1,197 | – | 0.00% | – |
Download |
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% |