SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,002 | +9.6% | 61,555 | +10.2% | 0.34% | +7.3% |
| Q1 2024 | $2,740 | -5.0% | 55,851 | -3.7% | 0.31% | -11.8% |
| Q4 2023 | $2,883 | +163.0% | 57,987 | +153.5% | 0.36% | +138.9% |
| Q3 2023 | $1,096 | +24.5% | 22,878 | +28.0% | 0.15% | +29.6% |
| Q2 2023 | $880 | -27.7% | 17,874 | -25.9% | 0.12% | -31.1% |
| Q1 2023 | $1,217 | +18.0% | 24,135 | +15.2% | 0.17% | +9.9% |
| Q4 2022 | $1,031 | -99.9% | 20,951 | -48.4% | 0.15% | -53.5% |
| Q3 2022 | $1,997,000 | +22.7% | 40,642 | +28.9% | 0.33% | +28.7% |
| Q2 2022 | $1,627,000 | -41.6% | 31,528 | -39.7% | 0.25% | -35.9% |
| Q1 2022 | $2,786,000 | +232.5% | 52,318 | +250.6% | 0.40% | +238.5% |
| Q4 2021 | $838,000 | +33.0% | 14,922 | +34.4% | 0.12% | +24.5% |
| Q3 2021 | $630,000 | +25.5% | 11,103 | +25.8% | 0.09% | +25.3% |
| Q2 2021 | $502,000 | +0.8% | 8,828 | 0.0% | 0.08% | -6.2% |
| Q1 2021 | $498,000 | -10.1% | 8,828 | -7.2% | 0.08% | -18.4% |
| Q4 2020 | $554,000 | -5.8% | 9,515 | -5.0% | 0.10% | -20.3% |
| Q3 2020 | $588,000 | -13.7% | 10,016 | -13.5% | 0.12% | -18.0% |
| Q2 2020 | $681,000 | -55.4% | 11,580 | -55.5% | 0.15% | -21.9% |
| Q1 2020 | $1,528,000 | +102.9% | 25,996 | +89.7% | 0.19% | +18.5% |
| Q4 2019 | $753,000 | -38.4% | 13,704 | -37.8% | 0.16% | -42.8% |
| Q3 2019 | $1,223,000 | -1.2% | 22,016 | -2.3% | 0.28% | -8.1% |
| Q2 2019 | $1,238,000 | -10.5% | 22,534 | -12.4% | 0.31% | -13.2% |
| Q1 2019 | $1,383,000 | – | 25,724 | – | 0.36% | – |
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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% |