SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |