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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $447,952 | -4.3% | 9,185 | -3.7% | 0.06% | 0.0% |
| Q1 2024 | $468,035 | +11.6% | 9,542 | +13.1% | 0.06% | +9.3% |
| Q4 2023 | $419,388 | +4.3% | 8,435 | +0.5% | 0.05% | -5.3% |
| Q3 2023 | $402,265 | -2.5% | 8,391 | +0.3% | 0.06% | +1.8% |
| Q2 2023 | $412,375 | +43.5% | 8,368 | +46.8% | 0.06% | +30.2% |
| Q1 2023 | $287,401 | +8.6% | 5,699 | +6.0% | 0.04% | -4.4% |
| Q4 2022 | $264,562 | -13.3% | 5,374 | -13.4% | 0.04% | +7.1% |
| Q3 2022 | $305,000 | -5.9% | 6,208 | -1.3% | 0.04% | -36.4% |
| Q2 2022 | $324,000 | -5.5% | 6,290 | -2.4% | 0.07% | +13.8% |
| Q1 2022 | $343,000 | +2.1% | 6,444 | +7.6% | 0.06% | +7.4% |
| Q4 2021 | $336,000 | +10.9% | 5,987 | +12.0% | 0.05% | -8.5% |
| Q3 2021 | $303,000 | -25.7% | 5,345 | -25.5% | 0.06% | -25.3% |
| Q2 2021 | $408,000 | +24.4% | 7,173 | +23.3% | 0.08% | +3.9% |
| Q1 2021 | $328,000 | -12.5% | 5,817 | -9.7% | 0.08% | -25.5% |
| Q4 2020 | $375,000 | -15.7% | 6,443 | -15.1% | 0.10% | -41.4% |
| Q3 2020 | $445,000 | +15.0% | 7,587 | +15.4% | 0.17% | +24.3% |
| Q2 2020 | $387,000 | +69.0% | 6,577 | +51.9% | 0.14% | +13.8% |
| Q4 2018 | $229,000 | – | 4,330 | – | 0.12% | – |
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% |