SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,361,000 | -9.4% | 396,990 | -8.9% | 1.84% | -12.6% |
| Q1 2024 | $21,368,018 | +12.3% | 435,637 | +13.8% | 2.10% | +3.1% |
| Q4 2023 | $19,030,887 | +82.4% | 382,761 | +75.9% | 2.04% | +59.4% |
| Q3 2023 | $10,433,449 | -22.6% | 217,636 | -20.5% | 1.28% | -21.6% |
| Q2 2023 | $13,486,047 | +15.2% | 273,662 | +17.9% | 1.63% | +5.6% |
| Q1 2023 | $11,709,000 | +17.2% | 232,191 | +14.4% | 1.55% | +7.4% |
| Q4 2022 | $9,992,077 | – | 202,967 | – | 1.44% | – |
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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% |