SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $169,964 | -0.6% | 3,485 | 0.0% | 0.07% | -1.5% |
Q1 2024 | $170,940 | -1.3% | 3,485 | 0.0% | 0.07% | -5.6% |
Q4 2023 | $173,275 | +3.7% | 3,485 | 0.0% | 0.07% | -6.5% |
Q3 2023 | $167,071 | -2.7% | 3,485 | 0.0% | 0.08% | 0.0% |
Q2 2023 | $171,741 | -2.3% | 3,485 | 0.0% | 0.08% | -9.4% |
Q1 2023 | $175,749 | +2.4% | 3,485 | 0.0% | 0.08% | -3.4% |
Q4 2022 | $171,567 | +308.5% | 3,485 | +311.0% | 0.09% | +282.6% |
Q3 2022 | $42,000 | +82.6% | 848 | +88.0% | 0.02% | +91.7% |
Q2 2022 | $23,000 | -4.2% | 451 | 0.0% | 0.01% | +9.1% |
Q1 2022 | $24,000 | -4.0% | 451 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $25,000 | -3.8% | 451 | 0.0% | 0.01% | -15.4% |
Q3 2021 | $26,000 | 0.0% | 451 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $26,000 | +4.0% | 451 | 0.0% | 0.01% | -7.1% |
Q1 2021 | $25,000 | -3.8% | 451 | 0.0% | 0.01% | -6.7% |
Q4 2020 | $26,000 | -3.7% | 451 | -1.5% | 0.02% | -16.7% |
Q3 2020 | $27,000 | 0.0% | 458 | 0.0% | 0.02% | -10.0% |
Q2 2020 | $27,000 | 0.0% | 458 | +0.2% | 0.02% | -16.7% |
Q1 2020 | $27,000 | – | 457 | +7516.7% | 0.02% | – |
Q4 2019 | $0 | – | 6 | – | 0.00% | – |
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% |