SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 316 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,186 | +931.1% | 43,985 | +893.8% | 0.02% | +700.0% |
| Q3 2023 | $212 | -88.6% | 4,426 | -88.0% | 0.00% | -91.3% |
| Q1 2023 | $1,862 | +206.2% | 36,931 | +198.9% | 0.02% | +155.6% |
| Q4 2022 | $608 | -99.9% | 12,356 | -47.1% | 0.01% | -25.0% |
| Q3 2022 | $1,148,000 | -67.9% | 23,364 | -66.3% | 0.01% | -69.2% |
| Q2 2022 | $3,576,000 | +164.5% | 69,318 | +173.0% | 0.04% | +290.0% |
| Q1 2022 | $1,352,000 | – | 25,393 | – | 0.01% | – |
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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% |