SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $507,000 | -1.0% | 9,024 | 0.0% | 0.11% | -11.7% |
| Q3 2021 | $512,000 | -0.2% | 9,024 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $513,000 | +0.8% | 9,024 | 0.0% | 0.12% | -1.6% |
| Q1 2021 | $509,000 | -50.9% | 9,024 | -49.3% | 0.12% | -56.7% |
| Q4 2020 | $1,037,000 | -25.5% | 17,804 | -24.9% | 0.28% | -38.5% |
| Q3 2020 | $1,392,000 | -60.0% | 23,718 | -59.9% | 0.46% | -63.8% |
| Q1 2020 | $3,478,000 | -23.9% | 59,172 | -28.9% | 1.28% | +34.7% |
| Q4 2019 | $4,568,000 | +4.3% | 83,182 | +5.6% | 0.95% | -29.8% |
| Q3 2019 | $4,378,000 | -10.9% | 78,794 | -11.9% | 1.35% | +0.1% |
| Q2 2019 | $4,916,000 | – | 89,453 | – | 1.35% | – |
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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% |