SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 225,578 | $12,533,000 | 13.23% |
| Morningstar Investment Management LLC | 698,144 | $38,789,000 | 10.92% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 142,865 | $7,938,000 | 9.76% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 636,230 | $35,292,000 | 9.62% |
| BerganKDV Wealth Management, LLC | 745,059 | $41,396,000 | 8.18% |
| Beacon Wealthcare, Inc | 178,712 | $9,929,000 | 7.15% |
| Invst, LLC | 229,239 | $12,748,000 | 5.74% |
| STERLING INVESTMENT MANAGEMENT, LLC | 132,006 | $7,334,000 | 5.36% |
| Charles Schwab Trust Co | 202,056 | $11,236,000 | 5.24% |
| SWS Partners | 141,910 | $7,833,000 | 4.64% |