SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $549,150 | +12.0% | 11,260 | +12.6% | 0.02% | +12.5% |
| Q1 2024 | $490,500 | +109.9% | 10,000 | +112.8% | 0.02% | +100.0% |
| Q4 2023 | $233,684 | -66.8% | 4,700 | -68.0% | 0.01% | -70.4% |
| Q3 2023 | $704,718 | -0.5% | 14,700 | +2.3% | 0.03% | +8.0% |
| Q2 2023 | $708,154 | -2.3% | 14,370 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $724,679 | +2.4% | 14,370 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $707,435 | +4.7% | 14,370 | +4.4% | 0.03% | -3.6% |
| Q3 2022 | $676,000 | -10.0% | 13,760 | -5.4% | 0.03% | -3.4% |
| Q2 2022 | $751,000 | -3.7% | 14,550 | -0.7% | 0.03% | +11.5% |
| Q1 2022 | $780,000 | -8.7% | 14,656 | -3.6% | 0.03% | -10.3% |
| Q4 2021 | $854,000 | -6.5% | 15,206 | -5.6% | 0.03% | -9.4% |
| Q3 2021 | $913,000 | -0.3% | 16,100 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $916,000 | +0.9% | 16,100 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $908,000 | +4.0% | 16,100 | +7.3% | 0.03% | -2.9% |
| Q4 2020 | $873,000 | +6.2% | 15,000 | +7.1% | 0.04% | -5.4% |
| Q3 2020 | $822,000 | -0.1% | 14,000 | 0.0% | 0.04% | -7.5% |
| Q2 2020 | $823,000 | 0.0% | 14,000 | 0.0% | 0.04% | -20.0% |
| Q1 2020 | $823,000 | +7.0% | 14,000 | 0.0% | 0.05% | +25.0% |
| Q4 2019 | $769,000 | – | 14,000 | – | 0.04% | – |
Download | ||||||
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% |