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 | $477,866 | -35.1% | 9,968 | -31.7% | 0.00% | -66.7% |
| Q1 2023 | $736,328 | +3584.0% | 14,601 | +3496.3% | 0.00% | – |
| Q4 2022 | $19,987 | -50.0% | 406 | -49.6% | 0.00% | – |
| Q3 2022 | $40,000 | -98.0% | 806 | -97.9% | 0.00% | -100.0% |
| Q2 2022 | $1,991,000 | -78.8% | 38,576 | -76.7% | 0.02% | -87.3% |
| Q3 2021 | $9,397,000 | +1590.1% | 165,695 | +1595.6% | 0.12% | +1866.7% |
| Q2 2021 | $556,000 | – | 9,772 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |