SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 316 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,133,379 | +253.3% | 248,787 | +255.3% | 0.60% | +194.1% |
| Q1 2024 | $3,434,727 | +28.7% | 70,025 | +30.5% | 0.20% | +32.5% |
| Q4 2023 | $2,668,561 | +7.9% | 53,671 | +4.0% | 0.15% | -5.5% |
| Q3 2023 | $2,473,345 | +50.4% | 51,592 | +54.6% | 0.16% | +39.3% |
| Q2 2023 | $1,644,478 | -10.7% | 33,370 | -8.6% | 0.12% | -17.6% |
| Q1 2023 | $1,841,950 | -39.7% | 36,524 | -41.1% | 0.14% | -44.3% |
| Q4 2022 | $3,055,160 | -63.9% | 62,058 | -64.0% | 0.26% | -71.3% |
| Q3 2022 | $8,460,000 | +411.8% | 172,151 | +437.3% | 0.89% | +493.3% |
| Q2 2022 | $1,653,000 | – | 32,039 | – | 0.15% | – |
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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% |