Anchor Investment Management, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$1,293
+3.8%
260.0%0.00%–
Q3 2023$1,246
-2.7%
260.0%0.00%–
Q2 2023$1,281
-2.3%
260.0%0.00%–
Q1 2023$1,311
+2.4%
260.0%0.00%–
Q4 2022$1,280
+0.2%
260.0%0.00%–
Q3 2022$1,278
-4.8%
260.0%0.00%–
Q2 2022$1,342
+9.6%
26
+13.0%
0.00%–
Q1 2022$1,225
-5.1%
230.0%0.00%–
Q4 2021$1,291
-1.0%
230.0%0.00%–
Q3 2021$1,304
-0.3%
230.0%0.00%–
Q2 2021$1,308
+0.8%
230.0%0.00%–
Q1 2021$1,297
-3.1%
230.0%0.00%–
Q4 2020$1,339
-0.8%
230.0%0.00%–
Q3 2020$1,350
-0.1%
230.0%0.00%–
Q2 2020$1,3520.0%230.0%0.00%–
Q1 2020$1,352
+7.0%
230.0%0.00%–
Q4 2019$1,263
-1.2%
230.0%0.00%–
Q3 2019$1,278
+1.1%
230.0%0.00%–
Q2 2019$1,264
+2.2%
230.0%0.00%–
Q1 2019$1,237
+1.6%
230.0%0.00%–
Q4 2018$1,218
+2.3%
230.0%0.00%–
Q3 2018$1,191
-1.1%
230.0%0.00%–
Q2 2018$1,204
+186.0%
23
+187.5%
0.00%–
Q1 2018$421
-1.4%
80.0%0.00%–
Q4 2017$427
-0.9%
80.0%0.00%–
Q3 2017$431–8–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Wealthcare LLC 378,017$18,794,9899.04%
Modus Advisors, LLC 73,283$3,643,6261.48%
MASSMUTUAL TRUST CO FSB/ADV 329,314$16,373,4920.55%
FC Advisory LLC 8,787$436,9140.17%
Apella Capital, LLC 5,227$258,5970.01%
Bartlett & Co. LLC 7,683$3820.01%
Pacifica Partners Inc. 90$4,4060.00%
Anchor Investment Management, LLC 26$1,2930.00%
Versant Capital Management, Inc 18$8820.00%
Global Wealth Strategies & Associates 10$4970.00%
View complete list of SCHWAB STRATEGIC TR shareholders