SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,033 | -1.9% | 21,131 | +0.8% | 0.06% | 0.0% |
| Q2 2023 | $1,033,100 | -1.6% | 20,963 | +0.7% | 0.06% | -7.6% |
| Q1 2023 | $1,049,384 | +2.9% | 20,809 | +0.5% | 0.07% | -10.8% |
| Q4 2022 | $1,019,389 | -0.7% | 20,707 | -0.9% | 0.07% | -10.8% |
| Q3 2022 | $1,027,000 | -99.9% | 20,900 | +0.6% | 0.08% | +1.2% |
| Q2 2022 | $1,072,553,000 | +107262.7% | 20,785 | +10.7% | 0.08% | +22.4% |
| Q1 2022 | $999,000 | -5.0% | 18,773 | +0.2% | 0.07% | -1.5% |
| Q4 2021 | $1,052,000 | -0.7% | 18,742 | +0.3% | 0.07% | -9.3% |
| Q3 2021 | $1,059,000 | +2.0% | 18,683 | +2.3% | 0.08% | -9.6% |
| Q2 2021 | $1,038,000 | +1.1% | 18,264 | +0.3% | 0.08% | -3.5% |
| Q1 2021 | $1,027,000 | -2.9% | 18,216 | +0.2% | 0.09% | -25.9% |
| Q4 2020 | $1,058,000 | – | 18,185 | – | 0.12% | – |
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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% |