SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,579,184 | +4.9% | 32,941 | +7.8% | 0.01% | +9.1% |
| Q2 2023 | $1,505,230 | +0.9% | 30,544 | +3.3% | 0.01% | -26.7% |
| Q1 2023 | $1,491,571 | -7.8% | 29,577 | -10.0% | 0.02% | -25.0% |
| Q4 2022 | $1,618,124 | -22.5% | 32,868 | -22.7% | 0.02% | -23.1% |
| Q3 2022 | $2,089,000 | +42.9% | 42,513 | +50.0% | 0.03% | +36.8% |
| Q2 2022 | $1,462,000 | +8.7% | 28,345 | +12.2% | 0.02% | +26.7% |
| Q1 2022 | $1,345,000 | +24.2% | 25,274 | +23.6% | 0.02% | -86.0% |
| Q4 2018 | $1,083,000 | – | 20,455 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |