SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 844,276 | $45,405,000 | 12.84% |
| Tradewinds Capital Management, LLC | 534,748 | $28,759,000 | 10.54% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 186,575 | $10,034,000 | 9.22% |
| Beacon Wealthcare, Inc | 187,757 | $10,098,000 | 8.20% |
| Invst, LLC | 265,764 | $14,205,000 | 7.12% |
| Swaine & Leidel Wealth Services, LLC | 98,082 | $5,275,000 | 6.67% |
| BerganKDV Wealth Management, LLC | 572,417 | $30,785,000 | 6.29% |
| Northwest Capital Management Inc | 92,968 | $5,000,000 | 6.03% |
| FLC Capital Advisors | 232,831 | $12,522,000 | 5.67% |
| 55I, LLC | 131,531 | $7,074,000 | 5.61% |