SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $76 | -1.3% | 1,581 | +1.4% | 0.02% | 0.0% |
Q2 2023 | $77 | -2.5% | 1,559 | 0.0% | 0.02% | -11.1% |
Q1 2023 | $79 | +5.3% | 1,559 | +1.9% | 0.02% | +12.5% |
Q4 2022 | $75 | -100.0% | 1,530 | -65.9% | 0.02% | -71.9% |
Q3 2022 | $220,000 | -4.8% | 4,485 | 0.0% | 0.06% | +1.8% |
Q2 2022 | $231,000 | -3.3% | 4,485 | 0.0% | 0.06% | +9.8% |
Q1 2022 | $239,000 | -2.0% | 4,485 | +3.3% | 0.05% | -1.9% |
Q4 2021 | $244,000 | +3.4% | 4,341 | +4.3% | 0.05% | -5.5% |
Q3 2021 | $236,000 | -22.1% | 4,163 | -19.4% | 0.06% | -38.9% |
Q2 2021 | $303,000 | +34.7% | 5,164 | +29.5% | 0.09% | +73.1% |
Q1 2021 | $225,000 | -3.0% | 3,988 | 0.0% | 0.05% | -10.3% |
Q4 2020 | $232,000 | -23.4% | 3,988 | -22.8% | 0.06% | -35.6% |
Q3 2020 | $303,000 | +35.3% | 5,164 | +35.6% | 0.09% | +26.8% |
Q2 2020 | $224,000 | -5.1% | 3,809 | -5.3% | 0.07% | -11.2% |
Q1 2020 | $236,000 | +6.8% | 4,023 | 0.0% | 0.08% | +27.0% |
Q4 2019 | $221,000 | 0.0% | 4,023 | +1.4% | 0.06% | -8.7% |
Q3 2019 | $221,000 | +2.8% | 3,969 | +1.2% | 0.07% | +1.5% |
Q2 2019 | $215,000 | – | 3,921 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
Friedenthal Financial | 16,097 | $863,000 | 0.75% |