SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 384 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,340 | -72.7% | 130 | -72.5% | 0.00% | -100.0% |
| Q1 2024 | $23,201 | +258.9% | 473 | +263.8% | 0.00% | – |
| Q4 2023 | $6,464 | -50.1% | 130 | -51.9% | 0.00% | – |
| Q3 2023 | $12,944 | +32.7% | 270 | +36.4% | 0.00% | – |
| Q2 2023 | $9,757 | +139285.7% | 198 | +52.3% | 0.00% | – |
| Q1 2023 | $7 | +16.7% | 130 | +0.8% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 129 | -18.9% | 0.00% | – |
| Q3 2022 | $8,000 | +33.3% | 159 | +38.3% | 0.00% | – |
| Q2 2022 | $6,000 | +200.0% | 115 | +283.3% | 0.00% | – |
| Q1 2022 | $2,000 | -93.1% | 30 | -94.0% | 0.00% | -100.0% |
| Q2 2020 | $29,000 | +480.0% | 500 | +400.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q4 2015 | $5,000 | – | 100 | – | 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% |