SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $21,000 | -4.5% | 0 | -100.0% | 0.01% | +14.3% |
| Q2 2022 | $22,000 | -35.3% | 430 | -31.7% | 0.01% | -30.0% |
| Q1 2022 | $34,000 | -5.6% | 630 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $36,000 | 0.0% | 630 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $36,000 | -40.0% | 630 | -38.8% | 0.01% | -45.0% |
| Q4 2020 | $60,000 | +140.0% | 1,030 | +139.5% | 0.02% | +122.2% |
| Q3 2020 | $25,000 | +8.7% | 430 | +9.4% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | 0.0% | 393 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $23,000 | +4.5% | 393 | 0.0% | 0.01% | +42.9% |
| Q4 2019 | $22,000 | -56.0% | 393 | -56.5% | 0.01% | -58.8% |
| Q3 2019 | $50,000 | +127.3% | 903 | +129.8% | 0.02% | +112.5% |
| Q2 2019 | $22,000 | +4.8% | 393 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $21,000 | 0.0% | 393 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | +5.0% | 393 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $20,000 | -4.8% | 393 | 0.0% | 0.01% | -40.0% |
| Q2 2018 | $21,000 | 0.0% | 393 | 0.0% | 0.01% | +42.9% |
| Q1 2018 | $21,000 | +31.2% | 393 | +34.1% | 0.01% | +40.0% |
| Q4 2017 | $16,000 | 0.0% | 293 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 293 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $16,000 | 0.0% | 293 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $16,000 | 0.0% | 293 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $16,000 | 0.0% | 293 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $16,000 | 0.0% | 293 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $16,000 | 0.0% | 293 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $16,000 | +14.3% | 293 | +15.8% | 0.01% | +20.0% |
| Q4 2015 | $14,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $14,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $14,000 | +7.7% | 253 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $13,000 | -80.0% | 253 | -79.6% | 0.01% | -80.0% |
| Q4 2013 | $65,000 | -1.5% | 1,243 | 0.0% | 0.02% | -13.8% |
| Q3 2013 | $66,000 | +1.5% | 1,243 | 0.0% | 0.03% | -6.5% |
| Q2 2013 | $65,000 | – | 1,243 | – | 0.03% | – |
Download | ||||||
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% |