SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 384 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,756,319 | -11.0% | 99,214 | -8.6% | 1.69% | -10.4% |
| Q4 2022 | $5,344,212 | -10.0% | 108,556 | -10.2% | 1.89% | -11.8% |
| Q3 2022 | $5,938,000 | +29.8% | 120,842 | +36.3% | 2.14% | +79.2% |
| Q2 2022 | $4,574,000 | -34.3% | 88,642 | -32.2% | 1.20% | -20.7% |
| Q1 2022 | $6,961,000 | – | 130,720 | – | 1.51% | – |
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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% |