SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,417 | -4.4% | 113 | -1.7% | 0.00% | – |
| Q2 2023 | $5,667 | -62.3% | 115 | -61.4% | 0.00% | – |
| Q1 2023 | $15,028 | +1.8% | 298 | -0.7% | 0.00% | – |
| Q4 2022 | $14,769 | +47.7% | 300 | +52.3% | 0.00% | – |
| Q3 2022 | $10,000 | -44.4% | 197 | -44.5% | 0.00% | – |
| Q2 2022 | $18,000 | +100.0% | 355 | +115.2% | 0.00% | – |
| Q1 2022 | $9,000 | +12.5% | 165 | +14.6% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | -100.0% | 144 | -95.8% | 0.00% | -100.0% |
| Q1 2021 | $192,358,000 | – | 3,410 | +42525.0% | 0.00% | – |
| Q4 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 8 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |