SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,241,799 | -2.9% | 25,914 | +0.1% | 0.08% | -4.5% |
| Q2 2023 | $1,278,732 | -6.5% | 25,901 | -4.4% | 0.09% | -12.7% |
| Q1 2023 | $1,366,956 | +3.2% | 27,106 | +0.7% | 0.10% | -3.8% |
| Q4 2022 | $1,324,582 | +11.5% | 26,906 | +16.8% | 0.11% | -19.1% |
| Q2 2022 | $1,188,000 | +41.6% | 23,030 | +46.2% | 0.13% | +47.2% |
| Q1 2022 | $839,000 | +10387.5% | 15,757 | +10404.7% | 0.09% | +8800.0% |
| Q4 2021 | $8,000 | -80.5% | 150 | -79.1% | 0.00% | -80.0% |
| Q3 2021 | $41,000 | 0.0% | 719 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $41,000 | 0.0% | 719 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $41,000 | -25.5% | 719 | -23.6% | 0.01% | -40.0% |
| Q4 2020 | $55,000 | 0.0% | 941 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $55,000 | – | 941 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
| Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
| SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
| FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
| JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
| Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
| BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
| Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
| Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |