SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $706,000 | +114.6% | 12,591 | +117.2% | 0.05% | +76.9% |
| Q3 2021 | $329,000 | -0.6% | 5,798 | -0.2% | 0.03% | -3.7% |
| Q2 2021 | $331,000 | +98.2% | 5,810 | +96.0% | 0.03% | +80.0% |
| Q1 2021 | $167,000 | -46.1% | 2,964 | -44.3% | 0.02% | -50.0% |
| Q4 2020 | $310,000 | +146.0% | 5,324 | +147.6% | 0.03% | +114.3% |
| Q3 2020 | $126,000 | +5.9% | 2,150 | +6.6% | 0.01% | -6.7% |
| Q1 2020 | $119,000 | -4.8% | 2,016 | -11.3% | 0.02% | +15.4% |
| Q4 2019 | $125,000 | 0.0% | 2,272 | +0.7% | 0.01% | -7.1% |
| Q3 2019 | $125,000 | 0.0% | 2,256 | -0.5% | 0.01% | +7.7% |
| Q2 2019 | $125,000 | +6.8% | 2,268 | +3.0% | 0.01% | -45.8% |
| Q4 2018 | $117,000 | +244.1% | 2,203 | +248.0% | 0.02% | +242.9% |
| Q3 2014 | $34,000 | – | 633 | – | 0.01% | – |
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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% |