SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
| Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
| SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
| FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
| JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
| Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
| BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
| Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
| Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |