SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,004 | -13.2% | 3,966 | -15.3% | 0.06% | -15.4% |
| Q4 2022 | $230,445 | +13.5% | 4,681 | +13.4% | 0.06% | +3.2% |
| Q3 2022 | $203,000 | -4.7% | 4,127 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $213,000 | -3.2% | 4,127 | 0.0% | 0.06% | +14.0% |
| Q1 2022 | $220,000 | -5.2% | 4,127 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $232,000 | -34.8% | 4,127 | -34.2% | 0.06% | -38.7% |
| Q3 2021 | $356,000 | – | 6,272 | – | 0.09% | – |
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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% |