SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,297,306 | +18.3% | 27,061 | +21.6% | 0.51% | +21.9% |
Q2 2023 | $1,096,347 | -10.0% | 22,247 | -7.9% | 0.42% | -13.4% |
Q1 2023 | $1,217,541 | -29.4% | 24,143 | -31.1% | 0.48% | -34.2% |
Q4 2022 | $1,724,190 | -24.5% | 35,023 | -24.7% | 0.73% | -30.0% |
Q3 2022 | $2,284,000 | -8.7% | 46,485 | -4.1% | 1.04% | -3.1% |
Q2 2022 | $2,502,000 | +7.1% | 48,494 | +10.5% | 1.07% | +23.3% |
Q1 2022 | $2,337,000 | +53.0% | 43,905 | +61.3% | 0.87% | +57.9% |
Q4 2021 | $1,527,000 | +57.6% | 27,215 | +59.2% | 0.55% | +45.8% |
Q3 2021 | $969,000 | +10.0% | 17,091 | +10.2% | 0.38% | +14.9% |
Q2 2021 | $881,000 | -4.8% | 15,508 | -5.4% | 0.33% | -9.6% |
Q1 2021 | $925,000 | -47.0% | 16,400 | -45.3% | 0.36% | -47.8% |
Q4 2020 | $1,746,000 | -42.1% | 30,005 | -41.6% | 0.70% | -42.4% |
Q3 2020 | $3,016,000 | +24.1% | 51,411 | +24.3% | 1.21% | +14.7% |
Q2 2020 | $2,430,000 | 0.0% | 41,348 | -0.0% | 1.06% | -13.9% |
Q1 2020 | $2,430,000 | +7.2% | 41,352 | +0.2% | 1.23% | +22.8% |
Q4 2019 | $2,266,000 | -5.1% | 41,256 | -4.0% | 1.00% | -10.3% |
Q3 2019 | $2,388,000 | -21.7% | 42,980 | -22.6% | 1.11% | -17.8% |
Q2 2019 | $3,051,000 | +16.5% | 55,516 | +13.9% | 1.35% | +20.9% |
Q1 2019 | $2,620,000 | +19.7% | 48,726 | +17.9% | 1.12% | +2.7% |
Q4 2018 | $2,189,000 | +269.8% | 41,341 | +261.5% | 1.09% | +317.2% |
Q3 2018 | $592,000 | – | 11,436 | – | 0.26% | – |
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% |