SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 149 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,729,000 | -14.6% | 55,981 | -14.1% | 0.00% | -20.0% |
Q1 2024 | $3,196,000 | +3.0% | 65,200 | +4.4% | 0.01% | 0.0% |
Q4 2023 | $3,104,000 | -50.5% | 62,478 | -52.2% | 0.01% | -58.3% |
Q3 2023 | $6,272,000 | +81.9% | 130,840 | +86.6% | 0.01% | +71.4% |
Q2 2023 | $3,448,000 | +18.0% | 70,112 | +20.9% | 0.01% | +16.7% |
Q1 2023 | $2,922,000 | +0.6% | 57,968 | -1.8% | 0.01% | -14.3% |
Q4 2022 | $2,904,000 | +280.1% | 59,041 | +279.4% | 0.01% | +250.0% |
Q3 2022 | $764,000 | +253.7% | 15,560 | +270.7% | 0.00% | +100.0% |
Q2 2022 | $216,000 | -44.0% | 4,197 | -42.5% | 0.00% | 0.0% |
Q1 2022 | $386,000 | -7.9% | 7,296 | -2.1% | 0.00% | 0.0% |
Q4 2021 | $419,000 | -69.7% | 7,452 | -69.5% | 0.00% | -75.0% |
Q3 2021 | $1,383,000 | +291.8% | 24,423 | +293.0% | 0.00% | +300.0% |
Q2 2021 | $353,000 | +39.0% | 6,214 | +37.3% | 0.00% | 0.0% |
Q1 2021 | $254,000 | +2.0% | 4,527 | +5.5% | 0.00% | 0.0% |
Q4 2020 | $249,000 | +12.2% | 4,290 | +12.8% | 0.00% | 0.0% |
Q3 2020 | $222,000 | -40.3% | 3,804 | -44.0% | 0.00% | -50.0% |
Q2 2019 | $372,000 | +6.6% | 6,787 | +4.3% | 0.00% | 0.0% |
Q1 2019 | $349,000 | +38.5% | 6,510 | +37.1% | 0.00% | 0.0% |
Q4 2018 | $252,000 | -35.1% | 4,749 | -36.5% | 0.00% | -33.3% |
Q3 2018 | $388,000 | +89.3% | 7,480 | +91.7% | 0.00% | +50.0% |
Q1 2018 | $205,000 | -69.8% | 3,902 | -69.4% | 0.00% | -66.7% |
Q4 2017 | $679,000 | -3.1% | 12,752 | -1.9% | 0.01% | 0.0% |
Q3 2017 | $701,000 | +1.9% | 12,994 | +2.0% | 0.01% | 0.0% |
Q2 2017 | $688,000 | -21.6% | 12,744 | -22.2% | 0.01% | -25.0% |
Q1 2017 | $878,000 | +222.8% | 16,373 | +221.1% | 0.01% | +166.7% |
Q4 2016 | $272,000 | -7.8% | 5,099 | -3.7% | 0.00% | 0.0% |
Q3 2016 | $295,000 | – | 5,294 | – | 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% |