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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $299,205 | -99.4% | 6,100 | -99.4% | 0.03% | -99.5% |
| Q4 2023 | $48,169,550 | +4.7% | 968,816 | +1.0% | 5.16% | -15.8% |
| Q3 2023 | $46,001,203 | +8.9% | 959,558 | +12.0% | 6.13% | +20.8% |
| Q2 2023 | $42,225,925 | +17.4% | 856,857 | +17.3% | 5.07% | +7.8% |
| Q1 2023 | $35,968,848 | +90424.1% | 730,629 | -9.6% | 4.71% | -10.0% |
| Q4 2022 | $39,734 | -99.9% | 808,578 | 0.0% | 5.23% | 0.0% |
| Q3 2022 | $39,734,000 | +46.5% | 808,578 | +53.9% | 5.23% | +57.1% |
| Q2 2022 | $27,116,000 | +27.9% | 525,509 | +31.9% | 3.33% | +46.8% |
| Q1 2022 | $21,209,000 | – | 398,299 | – | 2.27% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $24,972,000 | – | 471,610 | – | 4.46% | – |
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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% |