SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,594 | -28.1% | 73 | -18.0% | 0.00% | – |
| Q4 2021 | $5,000 | -98.2% | 89 | -98.2% | 0.00% | -100.0% |
| Q3 2021 | $285,000 | +1.4% | 5,022 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $281,000 | +1.1% | 4,933 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $278,000 | -53.0% | 4,933 | -52.3% | 0.02% | -11.1% |
| Q4 2020 | $592,000 | +87.3% | 10,334 | +92.1% | 0.03% | -15.6% |
| Q3 2020 | $316,000 | +10.1% | 5,379 | +10.2% | 0.03% | +3.2% |
| Q2 2020 | $287,000 | -0.3% | 4,879 | -0.5% | 0.03% | -16.2% |
| Q1 2020 | $288,000 | +6.3% | 4,904 | -0.5% | 0.04% | +23.3% |
| Q4 2019 | $271,000 | -1.8% | 4,930 | -0.6% | 0.03% | -9.1% |
| Q3 2019 | $276,000 | +1.1% | 4,960 | -0.1% | 0.03% | +3.1% |
| Q2 2019 | $273,000 | +27200.0% | 4,965 | +49550.0% | 0.03% | – |
| Q2 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | – | 10 | – | 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% |