SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,678 | -74.7% | 465 | -74.5% | 0.00% | -100.0% |
| Q1 2024 | $89,467 | +16255.9% | 1,824 | +16481.8% | 0.00% | – |
| Q4 2023 | $547 | +3.8% | 11 | 0.0% | 0.00% | – |
| Q3 2023 | $527 | -2.8% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $542 | -2.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $555 | +12.8% | 11 | +10.0% | 0.00% | – |
| Q4 2022 | $492 | – | 10 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 10 | -93.3% | 0.00% | – |
| Q2 2022 | $8,000 | -72.4% | 150 | -70.0% | 0.00% | -100.0% |
| Q1 2020 | $29,000 | +1350.0% | 500 | +1288.9% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 36 | +24.1% | 0.00% | – |
| Q3 2018 | $2,000 | +100.0% | 29 | +7.4% | 0.00% | – |
| Q2 2018 | $1,000 | – | 27 | – | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -75.0% | 110 | -75.7% | 0.00% | -80.0% |
| Q2 2015 | $24,000 | -4.0% | 452 | 0.0% | 0.01% | -16.7% |
| Q1 2015 | $25,000 | +4.2% | 452 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $24,000 | +300.0% | 452 | +310.9% | 0.01% | +200.0% |
| Q3 2014 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 110 | – | 0.00% | – |
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% |