SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,962 | +14.6% | 82,652 | +17.9% | 0.94% | +16.8% |
| Q2 2023 | $3,456 | +21.2% | 70,128 | +24.0% | 0.80% | +15.4% |
| Q1 2023 | $2,851 | +6.7% | 56,537 | +4.2% | 0.70% | -1.0% |
| Q4 2022 | $2,672 | -99.9% | 54,269 | +19.3% | 0.70% | +4.8% |
| Q3 2022 | $2,235,000 | +49.6% | 45,479 | +57.0% | 0.67% | +52.8% |
| Q2 2022 | $1,494,000 | +67.1% | 28,960 | +72.5% | 0.44% | +68.8% |
| Q1 2022 | $894,000 | +17780.0% | 16,787 | +17950.5% | 0.26% | +12900.0% |
| Q4 2021 | $5,000 | 0.0% | 93 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $5,000 | -16.7% | 93 | -10.6% | 0.00% | -25.0% |
| Q2 2021 | $6,000 | 0.0% | 104 | -9.6% | 0.00% | -20.0% |
| Q1 2021 | $6,000 | -84.2% | 115 | -82.4% | 0.01% | -82.8% |
| Q4 2020 | $38,000 | 0.0% | 652 | +0.2% | 0.03% | -6.5% |
| Q3 2020 | $38,000 | +11.8% | 651 | +11.7% | 0.03% | +10.7% |
| Q2 2020 | $34,000 | +6.2% | 583 | +7.2% | 0.03% | -15.2% |
| Q1 2020 | $32,000 | +1500.0% | 544 | +1165.1% | 0.03% | +725.0% |
| Q4 2019 | $2,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $2,000 | – | 42 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |