SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,272,109 | +236.8% | 26,009 | +237.8% | 0.12% | +202.6% |
| Q1 2024 | $377,674 | -73.0% | 7,700 | -73.6% | 0.04% | -75.8% |
| Q3 2023 | $1,399,249 | -1.7% | 29,187 | +1.1% | 0.16% | +5.9% |
| Q2 2023 | $1,423,062 | +6.5% | 28,877 | +6.4% | 0.15% | +17.8% |
| Q4 2022 | $1,336,625 | -7.7% | 27,151 | -7.8% | 0.13% | -25.4% |
| Q3 2022 | $1,448,000 | -8.4% | 29,461 | -3.8% | 0.17% | +10.2% |
| Q2 2022 | $1,580,000 | -99.9% | 30,618 | +0.1% | 0.16% | +17.2% |
| Q1 2022 | $1,629,249,000 | -4.7% | 30,596 | +0.5% | 0.13% | -2.9% |
| Q4 2021 | $1,709,502,000 | -0.8% | 30,451 | +0.2% | 0.14% | -8.0% |
| Q3 2021 | $1,724,084,000 | +91851.1% | 30,402 | -7.8% | 0.15% | -36.4% |
| Q2 2021 | $1,875,000 | +6.6% | 32,971 | +5.7% | 0.24% | +26.9% |
| Q1 2021 | $1,759,000 | -9.5% | 31,179 | -6.6% | 0.19% | -24.4% |
| Q4 2020 | $1,944,000 | +6.0% | 33,387 | +6.4% | 0.25% | 0.0% |
| Q3 2020 | $1,834,000 | +24.7% | 31,375 | +25.3% | 0.25% | +3.4% |
| Q2 2020 | $1,471,000 | +12.5% | 25,031 | +12.4% | 0.24% | -13.5% |
| Q1 2020 | $1,308,000 | +7.1% | 22,260 | +0.3% | 0.28% | +31.0% |
| Q4 2019 | $1,221,000 | -7.6% | 22,196 | -13.0% | 0.21% | +11.7% |
| Q3 2018 | $1,321,000 | – | 25,505 | – | 0.19% | – |
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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% |