SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $226,623 | -69.1% | 4,558 | -69.4% | 0.01% | -72.7% |
| Q2 2023 | $734,500 | +0.9% | 14,905 | +3.2% | 0.03% | -8.3% |
| Q1 2023 | $728,002 | -58.5% | 14,436 | -60.2% | 0.04% | -64.0% |
| Q3 2022 | $1,754,000 | +41.5% | 36,235 | +64.1% | 0.10% | +17.6% |
| Q4 2021 | $1,240,000 | +124.2% | 22,082 | +130.7% | 0.08% | +18.1% |
| Q4 2020 | $553,000 | +83.7% | 9,570 | +74.4% | 0.07% | +41.2% |
| Q4 2019 | $301,000 | – | 5,487 | – | 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% |