SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $513,349 | -30.7% | 10,708 | -28.8% | 0.08% | -30.9% |
Q2 2023 | $741,195 | -15.3% | 15,040 | -13.4% | 0.11% | -21.4% |
Q1 2023 | $875,587 | +55.7% | 17,362 | +52.0% | 0.14% | +41.4% |
Q4 2022 | $562,340 | -41.7% | 11,423 | -41.8% | 0.10% | -47.1% |
Q3 2022 | $964,000 | -63.0% | 19,627 | -61.2% | 0.19% | -63.4% |
Q2 2022 | $2,608,000 | +105.8% | 50,541 | +112.4% | 0.51% | +117.4% |
Q1 2022 | $1,267,000 | -19.6% | 23,791 | -15.3% | 0.24% | -20.3% |
Q4 2021 | $1,576,000 | +27.0% | 28,080 | +28.3% | 0.30% | +17.5% |
Q3 2021 | $1,241,000 | -2.3% | 21,880 | -2.0% | 0.25% | -4.2% |
Q2 2021 | $1,270,000 | +119.7% | 22,325 | +118.0% | 0.26% | +106.3% |
Q1 2021 | $578,000 | +182.0% | 10,242 | +190.7% | 0.13% | +170.2% |
Q4 2020 | $205,000 | -1.0% | 3,523 | 0.0% | 0.05% | -6.0% |
Q3 2020 | $207,000 | -12.7% | 3,523 | -12.6% | 0.05% | -18.0% |
Q2 2020 | $237,000 | -32.9% | 4,033 | -32.9% | 0.06% | -40.2% |
Q1 2020 | $353,000 | -31.2% | 6,008 | -35.7% | 0.10% | -15.7% |
Q4 2019 | $513,000 | -1.2% | 9,348 | 0.0% | 0.12% | -9.7% |
Q3 2019 | $519,000 | -27.0% | 9,348 | -27.7% | 0.13% | -25.6% |
Q2 2019 | $711,000 | -23.8% | 12,933 | -25.4% | 0.18% | -26.2% |
Q1 2019 | $933,000 | -5.6% | 17,343 | -7.1% | 0.24% | -8.6% |
Q4 2018 | $988,000 | +36.5% | 18,668 | +33.5% | 0.27% | +40.5% |
Q3 2018 | $724,000 | -5.0% | 13,980 | -4.0% | 0.19% | -9.1% |
Q2 2018 | $762,000 | +8.5% | 14,560 | +9.0% | 0.21% | +7.7% |
Q1 2018 | $702,000 | +9.7% | 13,356 | +11.2% | 0.19% | +5.4% |
Q4 2017 | $640,000 | +105.8% | 12,006 | +107.9% | 0.18% | +93.7% |
Q3 2017 | $311,000 | +90.8% | 5,776 | +90.9% | 0.10% | +79.2% |
Q2 2017 | $163,000 | +0.6% | 3,026 | 0.0% | 0.05% | 0.0% |
Q1 2017 | $162,000 | – | 3,026 | – | 0.05% | – |
Download |
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% |