SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,316 | -0.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $7,358 | -1.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $7,458 | +3.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $7,191 | +102628.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7 | -12.5% | 150 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $8 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7 | -99.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,000 | – | 150 | – | 0.01% | – |
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% |