SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $283,000 | -14.0% | 5,317 | -9.3% | 0.01% | -12.5% |
| Q4 2021 | $329,000 | -0.9% | 5,862 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $332,000 | -0.3% | 5,862 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $333,000 | +0.6% | 5,862 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $331,000 | -28.0% | 5,862 | -25.8% | 0.02% | -35.5% |
| Q4 2020 | $460,000 | 0.0% | 7,895 | 0.0% | 0.03% | -11.4% |
| Q3 2020 | $460,000 | -1.1% | 7,895 | 0.0% | 0.04% | -30.0% |
| Q2 2020 | $465,000 | +0.2% | 7,895 | 0.0% | 0.05% | -26.5% |
| Q1 2020 | $464,000 | +2.0% | 7,895 | -4.7% | 0.07% | +240.0% |
| Q4 2019 | $455,000 | +4.8% | 8,282 | +4.9% | 0.02% | -62.3% |
| Q3 2019 | $434,000 | +2.1% | 7,895 | 0.0% | 0.05% | -11.7% |
| Q1 2019 | $425,000 | – | 7,895 | – | 0.06% | – |
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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% |