SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 290 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $867,000 | +7.3% | 867 | -93.9% | 0.67% | -6.5% |
| Q3 2021 | $808,000 | -6.8% | 14,265 | -7.2% | 0.71% | +27.5% |
| Q1 2021 | $867,000 | -6.7% | 15,376 | -3.6% | 0.56% | -17.1% |
| Q4 2020 | $929,000 | -18.5% | 15,949 | -17.9% | 0.67% | -39.3% |
| Q3 2020 | $1,140,000 | -0.3% | 19,420 | -0.2% | 1.11% | -4.7% |
| Q2 2020 | $1,144,000 | -0.3% | 19,458 | -0.3% | 1.17% | -2.0% |
| Q1 2020 | $1,147,000 | +30.6% | 19,516 | +22.1% | 1.19% | +62.6% |
| Q4 2019 | $878,000 | -3.5% | 15,982 | -2.4% | 0.73% | -11.1% |
| Q3 2019 | $910,000 | -12.6% | 16,375 | -13.5% | 0.82% | -26.1% |
| Q2 2019 | $1,041,000 | -80.3% | 18,933 | -80.7% | 1.11% | -83.3% |
| Q1 2019 | $5,275,000 | -4.3% | 98,082 | -5.7% | 6.67% | -23.9% |
| Q4 2018 | $5,512,000 | – | 104,052 | – | 8.76% | – |
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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% |