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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $53,000 | -3.6% | 1,025 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $55,000 | -5.2% | 1,025 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $58,000 | 0.0% | 1,025 | 0.0% | 0.01% | -17.6% |
| Q3 2021 | $58,000 | 0.0% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $58,000 | 0.0% | 1,025 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $58,000 | -3.3% | 1,025 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $60,000 | 0.0% | 1,025 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $60,000 | 0.0% | 1,025 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $60,000 | 0.0% | 1,025 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $60,000 | +7.1% | 1,025 | 0.0% | 0.02% | +43.8% |
| Q4 2019 | $56,000 | -1.8% | 1,025 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $57,000 | +1.8% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $56,000 | +1.8% | 1,025 | 0.0% | 0.02% | -5.3% |
| Q1 2019 | $55,000 | +1.9% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $54,000 | -32.5% | 1,025 | -33.9% | 0.02% | -32.1% |
| Q3 2018 | $80,000 | – | 1,550 | – | 0.03% | – |
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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% |