SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,513 | +854.3% | 594,765 | +880.9% | 0.18% | +872.2% |
| Q2 2023 | $2,988 | +1627.2% | 60,636 | +1669.9% | 0.02% | +1700.0% |
| Q1 2023 | $173 | +18.5% | 3,426 | +15.6% | 0.00% | 0.0% |
| Q4 2022 | $146 | -99.9% | 2,963 | +18.8% | 0.00% | 0.0% |
| Q3 2022 | $123,000 | +623.5% | 2,494 | +660.4% | 0.00% | – |
| Q2 2022 | $17,000 | +41.7% | 328 | +43.2% | 0.00% | – |
| Q1 2022 | $12,000 | -14.3% | 229 | -9.1% | 0.00% | – |
| Q4 2021 | $14,000 | +55.6% | 252 | +52.7% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | +80.0% | 165 | +79.3% | 0.00% | – |
| Q4 2018 | $5,000 | -98.0% | 92 | -98.1% | 0.00% | -100.0% |
| Q4 2014 | $255,000 | -8.3% | 4,757 | -9.3% | 0.03% | -22.5% |
| Q3 2014 | $278,000 | +5460.0% | 5,245 | +5479.8% | 0.04% | +3900.0% |
| Q4 2013 | $5,000 | – | 94 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |