SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,786,992 | -5.0% | 204,151 | -2.4% | 0.35% | -12.9% |
Q2 2023 | $10,305,781 | -5.0% | 209,127 | -2.8% | 0.40% | -11.4% |
Q1 2023 | $10,850,832 | -1.9% | 215,166 | -4.2% | 0.46% | -5.0% |
Q4 2022 | $11,060,928 | -2.6% | 224,679 | -2.8% | 0.48% | -10.9% |
Q3 2022 | $11,353,000 | -10.3% | 231,040 | -5.8% | 0.54% | -10.9% |
Q2 2022 | $12,651,000 | -17.4% | 245,174 | -10.1% | 0.60% | -5.0% |
Q4 2021 | $15,309,000 | -1.2% | 272,687 | -0.2% | 0.64% | -13.2% |
Q3 2021 | $15,489,000 | +11.4% | 273,133 | +11.5% | 0.73% | +6.8% |
Q2 2021 | $13,910,000 | -8.1% | 244,989 | -8.6% | 0.69% | -20.1% |
Q1 2021 | $15,141,000 | +60.0% | 268,179 | +65.0% | 0.86% | +25.5% |
Q4 2020 | $9,462,000 | -6.9% | 162,517 | -6.2% | 0.68% | -24.7% |
Q3 2020 | $10,167,000 | +32.5% | 173,268 | +32.7% | 0.91% | +18.5% |
Q2 2020 | $7,673,000 | +7.2% | 130,537 | +7.2% | 0.77% | -20.5% |
Q1 2020 | $7,160,000 | -2.0% | 121,812 | -8.4% | 0.97% | +5.5% |
Q4 2019 | $7,306,000 | +66.8% | 133,000 | +68.7% | 0.92% | +33.1% |
Q3 2019 | $4,379,000 | +28.7% | 78,819 | +27.3% | 0.69% | +20.5% |
Q2 2019 | $3,402,000 | +24.2% | 61,893 | +21.5% | 0.57% | +36.9% |
Q1 2019 | $2,739,000 | +18.1% | 50,934 | +16.2% | 0.42% | -17.6% |
Q4 2018 | $2,320,000 | +32.5% | 43,816 | +29.6% | 0.51% | +42.5% |
Q3 2018 | $1,751,000 | +14.1% | 33,818 | +15.3% | 0.36% | -3.3% |
Q2 2018 | $1,535,000 | +10.0% | 29,338 | +10.5% | 0.37% | +5.8% |
Q1 2018 | $1,396,000 | +21.1% | 26,554 | +22.8% | 0.35% | -15.8% |
Q4 2017 | $1,153,000 | +9.3% | 21,619 | +10.5% | 0.41% | -11.2% |
Q3 2017 | $1,055,000 | +4.6% | 19,565 | +4.7% | 0.46% | -10.6% |
Q2 2017 | $1,009,000 | +7.7% | 18,688 | +6.9% | 0.52% | -6.7% |
Q1 2017 | $937,000 | – | 17,484 | – | 0.56% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
Friedenthal Financial | 16,097 | $863,000 | 0.75% |