SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 316 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,705,750 | +4.1% | 199,011 | +4.7% | 0.02% | 0.0% |
| Q1 2024 | $9,326,795 | +11.2% | 190,148 | +12.7% | 0.02% | -5.0% |
| Q4 2023 | $8,389,095 | +45.1% | 168,726 | +39.9% | 0.02% | +25.0% |
| Q3 2023 | $5,780,349 | +70.6% | 120,565 | +75.3% | 0.02% | +77.8% |
| Q2 2023 | $3,388,047 | +110947.1% | 68,758 | +13.6% | 0.01% | 0.0% |
| Q1 2023 | $3,051 | -1.1% | 60,507 | -3.5% | 0.01% | -10.0% |
| Q4 2022 | $3,086 | -99.8% | 62,687 | +85.5% | 0.01% | +42.9% |
| Q3 2022 | $1,660,000 | -1.5% | 33,790 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $1,686,000 | +15.6% | 32,676 | +19.3% | 0.01% | +16.7% |
| Q1 2022 | $1,458,000 | -19.1% | 27,379 | -14.7% | 0.01% | -25.0% |
| Q4 2021 | $1,802,000 | +164.2% | 32,091 | +166.9% | 0.01% | +100.0% |
| Q3 2021 | $682,000 | -5.3% | 12,025 | -8.2% | 0.00% | -55.6% |
| Q2 2019 | $720,000 | +71900.0% | 13,096 | +76935.3% | 0.01% | – |
| Q3 2016 | $1,000 | – | 17 | – | 0.00% | – |
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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% |