SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $205,855 | -16.3% | 4,082 | -18.6% | 0.01% | -20.0% |
| Q3 2022 | $246,000 | +748.3% | 5,013 | +819.8% | 0.01% | +400.0% |
| Q1 2019 | $29,000 | -68.5% | 545 | -68.5% | 0.00% | -66.7% |
| Q4 2018 | $92,000 | +666.7% | 1,729 | +635.7% | 0.01% | +500.0% |
| Q3 2018 | $12,000 | -87.4% | 235 | -87.0% | 0.00% | -83.3% |
| Q2 2018 | $95,000 | +9400.0% | 1,809 | +7765.2% | 0.01% | – |
| Q1 2018 | $1,000 | – | 23 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
| Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
| SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
| FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
| JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
| Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
| BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
| Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
| Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |