SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $368,000 | +11.9% | 6,464 | +10.8% | 0.03% | 0.0% |
| Q1 2021 | $329,000 | -23.0% | 5,835 | -20.4% | 0.03% | -33.3% |
| Q4 2020 | $427,000 | -2.3% | 7,334 | -1.6% | 0.04% | -17.0% |
| Q3 2020 | $437,000 | -8.6% | 7,450 | -8.5% | 0.05% | -21.7% |
| Q2 2020 | $478,000 | -27.4% | 8,139 | -27.3% | 0.06% | -42.3% |
| Q1 2020 | $658,000 | -94.9% | 11,192 | -95.3% | 0.10% | -94.2% |
| Q4 2019 | $13,023,000 | – | 237,077 | – | 1.80% | – |
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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% |