SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 49 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,348,000 | +11.8% | 113,071 | +13.0% | 0.58% | +2.3% |
| Q3 2021 | $5,676,000 | +32.2% | 100,091 | +32.6% | 0.56% | +28.3% |
| Q2 2021 | $4,293,000 | +39.4% | 75,483 | +38.3% | 0.44% | +31.9% |
| Q1 2021 | $3,079,000 | +44.5% | 54,576 | +49.1% | 0.33% | +35.0% |
| Q4 2020 | $2,131,000 | +103.9% | 36,606 | +105.6% | 0.25% | +75.7% |
| Q3 2020 | $1,045,000 | +306.6% | 17,802 | +285.2% | 0.14% | +211.1% |
| Q3 2016 | $257,000 | -71.0% | 4,622 | -71.2% | 0.04% | -75.3% |
| Q1 2016 | $886,000 | -65.1% | 16,040 | -65.6% | 0.18% | -69.1% |
| Q3 2015 | $2,539,000 | +182.4% | 46,585 | +177.7% | 0.59% | +208.4% |
| Q2 2015 | $899,000 | +69.3% | 16,776 | +71.6% | 0.19% | +70.5% |
| Q1 2015 | $531,000 | -61.1% | 9,776 | -61.6% | 0.11% | -23.3% |
| Q4 2014 | $1,364,000 | – | 25,454 | – | 0.15% | – |
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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% |