SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $405,285 | -4.9% | 8,311 | -4.4% | 0.01% | -15.4% |
Q1 2024 | $426,244 | +5.1% | 8,697 | +6.8% | 0.01% | -7.1% |
Q4 2023 | $405,428 | -18.4% | 8,145 | -21.4% | 0.01% | -33.3% |
Q3 2023 | $497,069 | -0.8% | 10,360 | +1.8% | 0.02% | 0.0% |
Q2 2023 | $501,166 | -2.9% | 10,179 | -0.6% | 0.02% | -12.5% |
Q1 2023 | $516,050 | +2.6% | 10,240 | +0.2% | 0.02% | -7.7% |
Q4 2022 | $502,910 | +63.3% | 10,215 | +62.8% | 0.03% | +52.9% |
Q3 2022 | $308,000 | -1.0% | 6,275 | +4.2% | 0.02% | 0.0% |
Q2 2022 | $311,000 | +0.6% | 6,022 | +9.2% | 0.02% | -5.6% |
Q1 2022 | $309,000 | -6.4% | 5,514 | -5.2% | 0.02% | -10.0% |
Q4 2021 | $330,000 | 0.0% | 5,814 | -0.0% | 0.02% | -13.0% |
Q3 2021 | $330,000 | +14.2% | 5,816 | +13.9% | 0.02% | +9.5% |
Q2 2021 | $289,000 | 0.0% | 5,107 | 0.0% | 0.02% | -25.0% |
Q1 2021 | $289,000 | -30.0% | 5,107 | -27.9% | 0.03% | -34.9% |
Q4 2020 | $413,000 | +2.2% | 7,086 | +2.5% | 0.04% | -14.0% |
Q3 2020 | $404,000 | +0.5% | 6,914 | +0.4% | 0.05% | -24.2% |
Q2 2020 | $402,000 | +51.7% | 6,884 | +51.6% | 0.07% | -5.7% |
Q1 2020 | $265,000 | +8.2% | 4,541 | +0.9% | 0.07% | +27.3% |
Q4 2019 | $245,000 | -40.2% | 4,499 | -39.9% | 0.06% | -44.4% |
Q3 2019 | $410,000 | +31.4% | 7,491 | +31.4% | 0.10% | +26.9% |
Q2 2019 | $312,000 | -77.8% | 5,699 | +37.6% | 0.08% | -85.2% |
Q4 2018 | $1,408,000 | – | 4,143 | – | 0.53% | – |
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% |