SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 200 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,000 | -60.0% | 76 | -56.8% | 0.00% | -66.7% |
| Q2 2021 | $10,000 | 0.0% | 176 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $10,000 | +11.1% | 176 | +10.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | 0.0% | 160 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 159 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $9,000 | +12.5% | 159 | +23.3% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | +14.3% | 129 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $7,000 | 0.0% | 129 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 128 | +0.8% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 127 | +0.8% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | -36.4% | 126 | -37.9% | 0.00% | -50.0% |
| Q2 2018 | $11,000 | – | 203 | – | 0.01% | – |
Download | ||||||
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% |