SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |