SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,617 | -52.8% | 4,852 | -51.5% | 0.02% | -52.9% |
| Q2 2023 | $492,763 | -2.8% | 9,999 | -0.5% | 0.05% | -12.1% |
| Q1 2023 | $506,763 | +1.5% | 10,049 | -0.9% | 0.06% | -9.4% |
| Q4 2022 | $499,355 | +2.1% | 10,143 | +1.9% | 0.06% | -13.5% |
| Q3 2022 | $489,000 | -4.5% | 9,953 | +0.4% | 0.07% | -9.8% |
| Q2 2022 | $512,000 | +9.9% | 9,914 | +13.4% | 0.08% | +3.8% |
| Q1 2022 | $466,000 | +86.4% | 8,744 | +96.2% | 0.08% | +79.5% |
| Q4 2021 | $250,000 | -0.4% | 4,456 | +0.5% | 0.04% | -24.1% |
| Q3 2021 | $251,000 | 0.0% | 4,432 | +0.2% | 0.06% | -6.5% |
| Q2 2021 | $251,000 | – | 4,422 | – | 0.06% | – |
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% |