SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,292 | -60.0% | 88 | -59.8% | 0.00% | -66.7% |
| Q1 2024 | $10,742 | +200.1% | 219 | +204.2% | 0.00% | +200.0% |
| Q4 2023 | $3,580 | +3.7% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $3,452 | -68.3% | 72 | -67.4% | 0.00% | -50.0% |
| Q2 2023 | $10,891 | +199.9% | 221 | +206.9% | 0.00% | +100.0% |
| Q1 2023 | $3,631 | +2.4% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,545 | -11.4% | 72 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $4,000 | -75.0% | 72 | -75.3% | 0.00% | -80.0% |
| Q4 2019 | $16,000 | – | 292 | – | 0.01% | – |
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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% |