SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 141 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,430,000 | -13.7% | 26,853 | -9.0% | 0.14% | -8.6% |
Q4 2021 | $1,657,000 | -1.0% | 29,509 | 0.0% | 0.15% | -6.2% |
Q3 2021 | $1,673,000 | -0.3% | 29,509 | 0.0% | 0.16% | +0.6% |
Q2 2021 | $1,678,000 | +0.8% | 29,509 | 0.0% | 0.16% | -3.6% |
Q1 2021 | $1,665,000 | -3.1% | 29,509 | 0.0% | 0.17% | -6.7% |
Q4 2020 | $1,718,000 | -1.2% | 29,509 | -0.4% | 0.18% | -9.6% |
Q3 2020 | $1,739,000 | -0.2% | 29,635 | 0.0% | 0.20% | -6.6% |
Q2 2020 | $1,742,000 | -3.6% | 29,635 | -3.6% | 0.21% | -12.8% |
Q1 2020 | $1,807,000 | -2.4% | 30,745 | -8.8% | 0.24% | +10.0% |
Q4 2019 | $1,852,000 | -2.4% | 33,710 | -1.3% | 0.22% | -5.2% |
Q3 2019 | $1,897,000 | -4.8% | 34,141 | -5.8% | 0.23% | -15.3% |
Q2 2019 | $1,993,000 | +8.2% | 36,261 | +5.8% | 0.28% | +5.0% |
Q1 2019 | $1,842,000 | -38.4% | 34,259 | -39.3% | 0.26% | -43.3% |
Q4 2018 | $2,989,000 | +7564.1% | 56,441 | +7465.8% | 0.46% | +9140.0% |
Q3 2018 | $39,000 | 0.0% | 746 | 0.0% | 0.01% | +25.0% |
Q2 2018 | $39,000 | -61.4% | 746 | -61.2% | 0.00% | -66.7% |
Q1 2018 | $101,000 | -1.9% | 1,924 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $103,000 | -1.0% | 1,924 | 0.0% | 0.01% | +9.1% |
Q3 2017 | $104,000 | 0.0% | 1,924 | 0.0% | 0.01% | -8.3% |
Q2 2017 | $104,000 | +1.0% | 1,924 | 0.0% | 0.01% | +9.1% |
Q1 2017 | $103,000 | -91.0% | 1,924 | -91.0% | 0.01% | -91.7% |
Q4 2016 | $1,146,000 | +235.1% | 21,481 | +249.3% | 0.13% | +250.0% |
Q3 2016 | $342,000 | -0.6% | 6,150 | 0.0% | 0.04% | -2.6% |
Q2 2016 | $344,000 | +1.2% | 6,150 | 0.0% | 0.04% | -2.5% |
Q1 2016 | $340,000 | +27.8% | 6,150 | +24.0% | 0.04% | +21.2% |
Q4 2015 | $266,000 | +303.0% | 4,961 | +311.7% | 0.03% | +312.5% |
Q3 2015 | $66,000 | +1.5% | 1,205 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $65,000 | -1.5% | 1,205 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $66,000 | +1.5% | 1,205 | 0.0% | 0.01% | -11.1% |
Q4 2014 | $65,000 | -27.8% | 1,205 | -29.4% | 0.01% | -30.8% |
Q3 2014 | $90,000 | -1.1% | 1,708 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $91,000 | +1.1% | 1,708 | 0.0% | 0.01% | -7.1% |
Q1 2014 | $90,000 | – | 1,708 | – | 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% |