SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $218,913 | +2.6% | 4,341 | +0.1% | 0.16% | -1.9% |
| Q4 2022 | $213,463 | +0.2% | 4,336 | +0.2% | 0.16% | -1.9% |
| Q3 2022 | $213,000 | -4.5% | 4,327 | +0.1% | 0.16% | +3.8% |
| Q2 2022 | $223,000 | -3.0% | 4,322 | +0.1% | 0.16% | +30.0% |
| Q1 2022 | $230,000 | -10.5% | 4,318 | -4.7% | 0.12% | -5.5% |
| Q3 2021 | $257,000 | -44.3% | 4,529 | -44.6% | 0.13% | -53.6% |
| Q1 2021 | $461,000 | -3.4% | 8,181 | -0.2% | 0.27% | -12.2% |
| Q4 2020 | $477,000 | +50.9% | 8,199 | +52.1% | 0.31% | +19.5% |
| Q3 2020 | $316,000 | +39.2% | 5,389 | +39.3% | 0.26% | +23.7% |
| Q2 2020 | $227,000 | +0.4% | 3,868 | +0.3% | 0.21% | -2.3% |
| Q1 2020 | $226,000 | – | 3,857 | – | 0.22% | – |
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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% |