SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,004,000 | -30.3% | 19,456 | -28.1% | 0.27% | -27.2% |
| Q1 2022 | $1,441,000 | -99.9% | 27,066 | +34.1% | 0.37% | +33.0% |
| Q4 2021 | $1,133,017,000 | +103089.2% | 20,182 | +4.3% | 0.28% | -49.1% |
| Q3 2021 | $1,098,000 | -6.0% | 19,355 | -5.7% | 0.55% | -41.3% |
| Q2 2021 | $1,168,000 | -0.1% | 20,531 | -0.9% | 0.93% | +2.6% |
| Q1 2021 | $1,169,000 | -35.1% | 20,722 | +66745.2% | 0.91% | -37.5% |
| Q4 2020 | $1,800,000 | 0.0% | 31 | -99.9% | 1.46% | +2.5% |
| Q3 2020 | $1,800,000 | -43.5% | 30,925 | -42.9% | 1.42% | -30.0% |
| Q2 2020 | $3,186,000 | -54.0% | 54,195 | -54.0% | 2.03% | -71.2% |
| Q1 2020 | $6,926,000 | +299.0% | 117,826 | +272.8% | 7.04% | +410.7% |
| Q4 2019 | $1,736,000 | – | 31,607 | – | 1.38% | – |
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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% |