SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 293 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $104,000 | +79.3% | 1,853 | +80.3% | 0.01% | +40.0% |
Q2 2021 | $58,000 | +176.2% | 1,028 | +188.0% | 0.01% | +150.0% |
Q3 2020 | $21,000 | -50.0% | 357 | -53.6% | 0.00% | -60.0% |
Q4 2019 | $42,000 | -82.5% | 770 | -82.2% | 0.01% | -83.9% |
Q3 2019 | $240,000 | +471.4% | 4,315 | +460.4% | 0.03% | +416.7% |
Q2 2019 | $42,000 | -8.7% | 770 | -10.0% | 0.01% | 0.0% |
Q1 2019 | $46,000 | +12.2% | 856 | +11.2% | 0.01% | -14.3% |
Q4 2018 | $41,000 | -6.8% | 770 | -10.0% | 0.01% | +16.7% |
Q3 2018 | $44,000 | – | 856 | – | 0.01% | – |
Download |
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% |