SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,111 | -56.0% | 64,884 | -54.8% | 0.15% | -52.4% |
| Q2 2023 | $7,070 | +8.9% | 143,458 | +11.4% | 0.31% | +16.7% |
| Q1 2023 | $6,493 | +630.4% | 128,757 | +613.0% | 0.26% | +484.4% |
| Q4 2022 | $889 | -100.0% | 18,059 | -98.0% | 0.04% | -98.1% |
| Q3 2022 | $44,045,000 | +1867.2% | 896,315 | +2170.0% | 2.36% | +2527.8% |
| Q3 2021 | $2,239,000 | +17.6% | 39,486 | +17.9% | 0.09% | -5.3% |
| Q2 2021 | $1,904,000 | -55.7% | 33,481 | -56.1% | 0.10% | -59.2% |
| Q1 2021 | $4,300,000 | +0.0% | 76,234 | +4.3% | 0.23% | -0.9% |
| Q1 2020 | $4,298,000 | +199.7% | 73,113 | +183.4% | 0.24% | +132.7% |
| Q3 2019 | $1,434,000 | +28.7% | 25,802 | +27.3% | 0.10% | +38.4% |
| Q2 2019 | $1,114,000 | -80.5% | 20,263 | -81.0% | 0.07% | -77.7% |
| Q1 2019 | $5,727,000 | -17.3% | 106,493 | -18.6% | 0.33% | -21.7% |
| Q4 2018 | $6,923,000 | +30.7% | 130,750 | +27.9% | 0.42% | -32.1% |
| Q3 2018 | $5,295,000 | – | 102,246 | – | 0.62% | – |
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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% |