SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,290 | -2.3% | 4,389 | 0.0% | 0.12% | -13.9% |
| Q1 2023 | $221,337 | +102370.8% | 4,389 | 0.0% | 0.14% | +3.0% |
| Q4 2022 | $216 | -99.9% | 4,389 | -14.2% | 0.13% | -21.3% |
| Q3 2022 | $251,000 | -8.7% | 5,115 | -4.1% | 0.17% | -5.6% |
| Q2 2022 | $275,000 | -39.2% | 5,335 | -37.2% | 0.18% | -33.2% |
| Q1 2022 | $452,000 | -66.8% | 8,491 | -65.0% | 0.27% | -65.3% |
| Q4 2021 | $1,361,000 | -96.9% | 24,245 | -96.9% | 0.77% | -97.0% |
| Q3 2021 | $43,913,000 | -3.5% | 774,345 | -3.2% | 25.92% | +1.1% |
| Q2 2021 | $45,498,000 | -1.1% | 800,036 | -1.9% | 25.64% | -4.4% |
| Q1 2021 | $45,989,000 | -2.2% | 815,272 | +0.9% | 26.82% | -3.1% |
| Q4 2020 | $47,033,000 | – | 807,846 | – | 27.69% | – |
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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% |