SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,918 | -2.7% | 40 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $1,971 | -2.3% | 40 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $2,017 | +2.4% | 40 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,969 | -1.6% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
Q4 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | -100.0% |
Q1 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $2,000 | – | 40 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |