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 2022 | $113,000 | -5.0% | 2,128 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $119,000 | -27.9% | 2,128 | -26.7% | 0.02% | -32.4% |
| Q3 2021 | $165,000 | +26.0% | 2,903 | +25.7% | 0.04% | +27.6% |
| Q2 2021 | $131,000 | +0.8% | 2,310 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $130,000 | -3.0% | 2,310 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $134,000 | -1.5% | 2,310 | 0.0% | 0.03% | -18.4% |
| Q3 2020 | $136,000 | 0.0% | 2,310 | 0.0% | 0.04% | -13.6% |
| Q2 2020 | $136,000 | 0.0% | 2,310 | 0.0% | 0.04% | -21.4% |
| Q1 2020 | $136,000 | +7.1% | 2,310 | 0.0% | 0.06% | +33.3% |
| Q4 2019 | $127,000 | -0.8% | 2,310 | 0.0% | 0.04% | -2.3% |
| Q3 2019 | $128,000 | +0.8% | 2,310 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $127,000 | +2.4% | 2,310 | 0.0% | 0.04% | +2.4% |
| Q1 2019 | $124,000 | – | 2,310 | – | 0.04% | – |
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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% |