SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,647 | +1.3% | 1,056 | +4.1% | 0.01% | +25.0% |
| Q2 2023 | $49,990 | -1.9% | 1,014 | +0.3% | 0.00% | -20.0% |
| Q1 2023 | $50,967 | +60.0% | 1,011 | +56.3% | 0.01% | +66.7% |
| Q4 2022 | $31,861 | -74.5% | 647 | -74.6% | 0.00% | -75.0% |
| Q3 2022 | $125,000 | +50.6% | 2,549 | +59.1% | 0.01% | +50.0% |
| Q2 2022 | $83,000 | -6.7% | 1,602 | -3.8% | 0.01% | +33.3% |
| Q1 2022 | $89,000 | -1.1% | 1,666 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $90,000 | -1.1% | 1,612 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $91,000 | 0.0% | 1,612 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $91,000 | +1.1% | 1,602 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $90,000 | -36.6% | 1,602 | -34.3% | 0.01% | -45.5% |
| Q4 2020 | $142,000 | -1.4% | 2,439 | -0.4% | 0.01% | -8.3% |
| Q3 2020 | $144,000 | -98.4% | 2,449 | -98.4% | 0.01% | -98.4% |
| Q2 2020 | $9,047,000 | +25.3% | 153,912 | +25.3% | 0.73% | +9.5% |
| Q1 2020 | $7,220,000 | +109.2% | 122,823 | +95.5% | 0.67% | +127.3% |
| Q4 2019 | $3,452,000 | +34.2% | 62,840 | +35.7% | 0.29% | +23.6% |
| Q3 2019 | $2,573,000 | +54.4% | 46,310 | +52.8% | 0.24% | +28.8% |
| Q2 2019 | $1,666,000 | +166500.0% | 30,310 | +233053.8% | 0.18% | – |
| Q1 2019 | $1,000 | -50.0% | 13 | -71.1% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -50.0% | 45 | -43.8% | 0.00% | -100.0% |
| Q2 2018 | $4,000 | +300.0% | 80 | +515.4% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 13 | – | 0.00% | – |
Download | ||||||
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% |