SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,628,387 | -14.4% | 75,686 | -12.0% | 0.01% | -9.1% |
| Q2 2023 | $4,237,193 | +3.5% | 85,982 | +6.0% | 0.01% | +10.0% |
| Q1 2023 | $4,092,344 | +138764.7% | 81,149 | +35.6% | 0.01% | +25.0% |
| Q4 2022 | $2,947 | -98.6% | 59,855 | +1274.1% | 0.01% | +700.0% |
| Q3 2022 | $214,000 | -16.4% | 4,356 | -3.1% | 0.00% | 0.0% |
| Q2 2021 | $256,000 | – | 4,494 | – | 0.00% | – |
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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% |