SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $474,000 | +607.5% | 8,445 | +606.7% | 0.08% | +523.1% |
| Q1 2021 | $67,000 | -4.3% | 1,195 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $70,000 | 0.0% | 1,195 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $70,000 | 0.0% | 1,195 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $70,000 | 0.0% | 1,195 | 0.0% | 0.02% | -16.7% |
| Q1 2020 | $70,000 | -33.3% | 1,195 | -37.6% | 0.02% | -21.7% |
| Q4 2019 | $105,000 | – | 1,915 | – | 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% |