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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |