SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $355,797 | -43.9% | 7,295 | -43.6% | 0.04% | -46.8% |
| Q1 2024 | $634,035 | -7.2% | 12,926 | -6.0% | 0.08% | -17.2% |
| Q4 2023 | $683,505 | +33.1% | 13,747 | +28.4% | 0.09% | +22.4% |
| 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% | – |
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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% |