SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,909 | +22.4% | 265 | +23.3% | 0.00% | – |
| Q1 2024 | $10,546 | -1.3% | 215 | 0.0% | 0.00% | – |
| Q4 2023 | $10,690 | +3.7% | 215 | 0.0% | 0.00% | – |
| Q3 2023 | $10,307 | -80.5% | 215 | -79.9% | 0.00% | -100.0% |
| Q2 2023 | $52,779 | +386.8% | 1,071 | +398.1% | 0.00% | – |
| Q1 2023 | $10,842 | -30.5% | 215 | -32.2% | 0.00% | – |
| Q4 2022 | $15,606 | +41.9% | 317 | +47.4% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 215 | -8.1% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 234 | +8.8% | 0.00% | – |
| Q4 2021 | $12,000 | +500.0% | 215 | +437.5% | 0.00% | – |
| Q2 2021 | $2,000 | -66.7% | 40 | -64.3% | 0.00% | – |
| Q2 2018 | $6,000 | – | 112 | +11100.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 1 | -92.9% | 0.00% | – |
| Q2 2017 | $1,000 | – | 14 | – | 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% |