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 | $20,502,033 | +3.9% | 427,664 | +6.8% | 3.86% | +4.7% |
| Q2 2023 | $19,725,516 | +0.6% | 400,268 | +3.0% | 3.69% | -1.3% |
| Q1 2023 | $19,598,499 | +7.7% | 388,654 | +5.1% | 3.74% | +4.1% |
| Q4 2022 | $18,200,329 | +16752.2% | 369,710 | +16735.6% | 3.59% | +14264.0% |
| Q3 2022 | $108,000 | -5.3% | 2,196 | -0.3% | 0.02% | 0.0% |
| Q2 2022 | $114,000 | -10.9% | 2,203 | -8.6% | 0.02% | +4.2% |
| Q1 2022 | $128,000 | -72.3% | 2,411 | -70.7% | 0.02% | -72.4% |
| Q4 2021 | $462,000 | +19.1% | 8,230 | +20.4% | 0.09% | +7.4% |
| Q3 2021 | $388,000 | +340.9% | 6,837 | +343.1% | 0.08% | +350.0% |
| Q2 2021 | $88,000 | +633.3% | 1,543 | +649.0% | 0.02% | +500.0% |
| Q1 2021 | $12,000 | 0.0% | 206 | +4.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 198 | +3.1% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 192 | +5.5% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | 0.0% | 182 | +5.8% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | – | 172 | – | 0.00% | – |
Download | ||||||
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% |