SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 149 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,918,377 | +38.6% | 80,344 | +39.4% | 0.15% | +29.2% |
Q1 2024 | $2,826,165 | +400.6% | 57,618 | +407.4% | 0.11% | +352.0% |
Q4 2023 | $564,602 | +13.2% | 11,356 | +9.1% | 0.02% | 0.0% |
Q3 2023 | $498,925 | +2.4% | 10,407 | +5.3% | 0.02% | 0.0% |
Q2 2023 | $487,104 | +5.0% | 9,884 | +7.5% | 0.02% | -3.8% |
Q1 2023 | $463,857 | -11.0% | 9,198 | -13.1% | 0.03% | -21.2% |
Q4 2022 | $520,995 | -7.0% | 10,583 | -7.1% | 0.03% | -23.3% |
Q3 2022 | $560,000 | +17.2% | 11,390 | +22.9% | 0.04% | +2.4% |
Q2 2022 | $478,000 | -3.0% | 9,268 | +0.1% | 0.04% | +13.5% |
Q1 2022 | $493,000 | -6.8% | 9,262 | -1.7% | 0.04% | -5.1% |
Q4 2021 | $529,000 | -1.3% | 9,419 | -0.3% | 0.04% | -11.4% |
Q3 2021 | $536,000 | -14.9% | 9,450 | -14.7% | 0.04% | +10.0% |
Q2 2021 | $630,000 | +4.1% | 11,074 | +3.3% | 0.04% | -9.1% |
Q1 2021 | $605,000 | -5.0% | 10,719 | -2.0% | 0.04% | -17.0% |
Q4 2020 | $637,000 | -2.0% | 10,942 | -1.2% | 0.05% | -18.5% |
Q3 2020 | $650,000 | +6.0% | 11,074 | +6.1% | 0.06% | -22.6% |
Q2 2020 | $613,000 | -1.0% | 10,435 | -0.9% | 0.08% | -5.6% |
Q1 2020 | $619,000 | +1.3% | 10,526 | -5.4% | 0.09% | +23.6% |
Q4 2019 | $611,000 | +1.2% | 11,131 | +2.3% | 0.07% | -12.2% |
Q3 2019 | $604,000 | +44.8% | 10,876 | +43.4% | 0.08% | +34.4% |
Q2 2019 | $417,000 | +3.2% | 7,586 | +1.1% | 0.06% | -9.0% |
Q1 2019 | $404,000 | +4.4% | 7,507 | +2.6% | 0.07% | -9.5% |
Q4 2018 | $387,000 | +10.9% | 7,315 | +8.5% | 0.07% | -1.3% |
Q3 2018 | $349,000 | +49.8% | 6,741 | +51.4% | 0.08% | +25.0% |
Q2 2018 | $233,000 | – | 4,451 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Almanack Investment Partners, LLC. | 844,276 | $45,405,000 | 12.84% |
Tradewinds Capital Management, LLC | 534,748 | $28,759,000 | 10.54% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 186,575 | $10,034,000 | 9.22% |
Beacon Wealthcare, Inc | 187,757 | $10,098,000 | 8.20% |
Invst, LLC | 265,764 | $14,205,000 | 7.12% |
Swaine & Leidel Wealth Services, LLC | 98,082 | $5,275,000 | 6.67% |
BerganKDV Wealth Management, LLC | 572,417 | $30,785,000 | 6.29% |
Northwest Capital Management Inc | 92,968 | $5,000,000 | 6.03% |
FLC Capital Advisors | 232,831 | $12,522,000 | 5.67% |
55I, LLC | 131,531 | $7,074,000 | 5.61% |