SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,680 | -40.7% | 6,272 | -39.0% | 0.04% | -38.3% |
| Q2 2023 | $506,943 | -4.4% | 10,287 | -2.2% | 0.06% | -9.1% |
| Q1 2023 | $530,524 | -90.7% | 10,520 | -91.0% | 0.07% | -92.0% |
| Q3 2022 | $5,730,000 | -32.0% | 116,606 | -28.7% | 0.83% | -26.4% |
| Q2 2022 | $8,427,000 | -5.3% | 163,608 | -4.5% | 1.12% | +2.8% |
| Q1 2022 | $8,903,000 | +105.3% | 171,407 | +121.9% | 1.09% | +120.8% |
| Q4 2021 | $4,336,000 | – | 77,234 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |