SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $13,000 | -63.9% | 231 | -63.0% | 0.00% | -66.7% |
| Q4 2020 | $36,000 | 0.0% | 625 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $36,000 | 0.0% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $36,000 | -77.8% | 625 | -77.5% | 0.01% | -79.7% |
| Q1 2020 | $162,000 | -10.0% | 2,772 | -15.6% | 0.06% | +6.7% |
| Q4 2019 | $180,000 | -53.7% | 3,286 | -53.1% | 0.06% | -56.5% |
| Q3 2019 | $389,000 | -36.3% | 7,011 | -37.0% | 0.14% | -37.6% |
| Q2 2019 | $611,000 | -2.9% | 11,124 | -5.0% | 0.22% | -2.6% |
| Q1 2019 | $629,000 | +1697.1% | 11,713 | +1632.7% | 0.23% | +1413.3% |
| Q4 2018 | $35,000 | – | 676 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
| Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
| SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
| FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
| JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
| Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
| BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
| Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
| Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |