SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,855,241 | +10.2% | 80,418 | +13.2% | 0.03% | +13.3% |
| Q2 2023 | $3,497,829 | +117.2% | 71,029 | +122.4% | 0.03% | +100.0% |
| Q1 2023 | $1,610,698 | +53.4% | 31,939 | +49.4% | 0.02% | +25.0% |
| Q3 2022 | $1,050,000 | +20.3% | 21,375 | +43.9% | 0.01% | +9.1% |
| Q3 2020 | $873,000 | -1.1% | 14,850 | -1.1% | 0.01% | -8.3% |
| Q2 2020 | $883,000 | +77.3% | 15,013 | +77.2% | 0.01% | +33.3% |
| Q1 2020 | $498,000 | +83.8% | 8,471 | +73.9% | 0.01% | +125.0% |
| Q3 2019 | $271,000 | – | 4,872 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |