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 | $3,752,074 | -2.4% | 78,266 | +0.4% | 0.46% | +0.9% |
Q2 2023 | $3,843,208 | -3.2% | 77,987 | -0.9% | 0.46% | -9.2% |
Q1 2023 | $3,969,219 | +1.4% | 78,707 | -1.0% | 0.50% | -4.2% |
Q4 2022 | $3,914,068 | -2.3% | 79,505 | -2.5% | 0.52% | -9.4% |
Q3 2022 | $4,007,000 | -7.2% | 81,549 | -2.5% | 0.58% | -2.5% |
Q2 2022 | $4,318,000 | -2.6% | 83,677 | +0.5% | 0.59% | +11.3% |
Q1 2022 | $4,434,000 | -6.8% | 83,269 | -1.8% | 0.53% | -5.8% |
Q4 2021 | $4,759,000 | +0.5% | 84,774 | +1.5% | 0.56% | -6.0% |
Q3 2021 | $4,735,000 | -3.5% | 83,493 | -3.2% | 0.60% | -2.8% |
Q2 2021 | $4,907,000 | +2.7% | 86,289 | +1.8% | 0.62% | -3.4% |
Q1 2021 | $4,779,000 | -1.3% | 84,723 | +1.9% | 0.64% | -5.2% |
Q4 2020 | $4,841,000 | -1.2% | 83,148 | -0.4% | 0.68% | -13.5% |
Q3 2020 | $4,900,000 | +2.5% | 83,505 | +2.7% | 0.78% | -4.8% |
Q2 2020 | $4,779,000 | -2.0% | 81,303 | -2.0% | 0.82% | -19.7% |
Q1 2020 | $4,877,000 | +7.2% | 82,970 | +0.1% | 1.02% | +25.0% |
Q4 2019 | $4,551,000 | -0.2% | 82,858 | +0.8% | 0.82% | -6.0% |
Q3 2019 | $4,562,000 | -15.1% | 82,183 | -16.0% | 0.87% | -12.4% |
Q2 2019 | $5,376,000 | +4.7% | 97,856 | +2.6% | 0.99% | -1.4% |
Q1 2019 | $5,133,000 | +9.6% | 95,387 | +7.8% | 1.00% | -6.9% |
Q4 2018 | $4,682,000 | +3.7% | 88,483 | +1.7% | 1.08% | +12.6% |
Q3 2018 | $4,514,000 | +14.6% | 87,041 | +15.7% | 0.96% | +7.8% |
Q2 2018 | $3,940,000 | +58.9% | 75,222 | +59.9% | 0.89% | +51.6% |
Q1 2018 | $2,480,000 | +116.8% | 47,055 | +119.4% | 0.59% | +107.4% |
Q4 2017 | $1,144,000 | +40.0% | 21,443 | +41.5% | 0.28% | +23.0% |
Q3 2017 | $817,000 | +62.4% | 15,156 | +61.5% | 0.23% | +43.8% |
Q2 2017 | $503,000 | – | 9,384 | – | 0.16% | – |
Download |
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% |