SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 211 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $239,000 | -3.6% | 4,256 | -2.6% | 0.04% | +4.8% |
| Q3 2021 | $248,000 | -0.4% | 4,371 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $249,000 | +0.8% | 4,371 | 0.0% | 0.04% | -12.0% |
| Q1 2021 | $247,000 | -2.8% | 4,371 | 0.0% | 0.05% | -10.7% |
| Q4 2020 | $254,000 | -0.8% | 4,371 | 0.0% | 0.06% | -18.8% |
| Q3 2020 | $256,000 | -0.4% | 4,371 | 0.0% | 0.07% | -16.9% |
| Q2 2020 | $257,000 | 0.0% | 4,371 | 0.0% | 0.08% | -18.6% |
| Q1 2020 | $257,000 | +2.8% | 4,371 | -4.0% | 0.10% | +21.4% |
| Q4 2019 | $250,000 | -1.2% | 4,551 | 0.0% | 0.08% | -10.6% |
| Q3 2019 | $253,000 | – | 4,551 | – | 0.09% | – |
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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% |