SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -5.1% | 3,848 | 0.0% | 0.04% | -41.5% |
| Q4 2021 | $216,000 | -50.5% | 3,848 | -50.0% | 0.06% | -73.9% |
| Q3 2021 | $436,000 | -31.4% | 7,696 | -31.2% | 0.25% | +67.1% |
| Q2 2021 | $636,000 | +5.0% | 11,179 | +4.0% | 0.15% | -20.3% |
| Q1 2021 | $606,000 | -5.0% | 10,751 | -2.0% | 0.19% | 0.0% |
| Q4 2020 | $638,000 | -1.5% | 10,967 | -0.7% | 0.19% | +10.0% |
| Q3 2020 | $648,000 | -0.2% | 11,047 | -0.0% | 0.17% | -10.1% |
| Q2 2020 | $649,000 | 0.0% | 11,048 | -0.2% | 0.19% | -9.6% |
| Q1 2020 | $649,000 | -7.9% | 11,068 | -13.7% | 0.21% | +29.0% |
| Q4 2019 | $705,000 | -0.8% | 12,829 | +0.3% | 0.16% | -58.8% |
| Q3 2019 | $711,000 | -3.5% | 12,797 | -4.5% | 0.39% | +1.8% |
| Q2 2019 | $737,000 | +3.7% | 13,396 | +1.3% | 0.39% | -29.2% |
| Q1 2019 | $711,000 | +6.0% | 13,219 | +4.2% | 0.54% | +12.1% |
| Q4 2018 | $671,000 | -3.3% | 12,689 | -5.3% | 0.49% | +10.7% |
| Q3 2018 | $694,000 | -2.7% | 13,405 | -1.7% | 0.44% | -21.9% |
| Q2 2018 | $713,000 | +13.7% | 13,634 | +14.2% | 0.56% | +17.8% |
| Q1 2018 | $627,000 | +10.2% | 11,937 | +11.9% | 0.48% | +1.1% |
| Q4 2017 | $569,000 | – | 10,665 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 844,276 | $45,405,000 | 12.84% |
| Tradewinds Capital Management, LLC | 534,748 | $28,759,000 | 10.54% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 186,575 | $10,034,000 | 9.22% |
| Beacon Wealthcare, Inc | 187,757 | $10,098,000 | 8.20% |
| Invst, LLC | 265,764 | $14,205,000 | 7.12% |
| Swaine & Leidel Wealth Services, LLC | 98,082 | $5,275,000 | 6.67% |
| BerganKDV Wealth Management, LLC | 572,417 | $30,785,000 | 6.29% |
| Northwest Capital Management Inc | 92,968 | $5,000,000 | 6.03% |
| FLC Capital Advisors | 232,831 | $12,522,000 | 5.67% |
| 55I, LLC | 131,531 | $7,074,000 | 5.61% |