SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 293 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $547 | +3.8% | 11 | 0.0% | 0.00% | – |
| Q3 2023 | $527 | -2.8% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $542 | -2.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $555 | +2.4% | 11 | 0.0% | 0.00% | – |
| Q4 2022 | $542 | -45.8% | 11 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | -96.9% | 11 | -98.2% | 0.00% | -95.5% |
| Q2 2022 | $32,000 | -3.0% | 620 | 0.0% | 0.02% | +22.2% |
| Q1 2022 | $33,000 | -5.7% | 620 | 0.0% | 0.02% | +28.6% |
| Q3 2021 | $35,000 | -16.7% | 620 | -16.2% | 0.01% | -17.6% |
| Q2 2021 | $42,000 | +20.0% | 740 | +19.4% | 0.02% | +13.3% |
| Q1 2021 | $35,000 | -2.8% | 620 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $36,000 | -18.2% | 620 | -17.3% | 0.02% | -31.8% |
| Q3 2020 | $44,000 | -15.4% | 750 | -14.8% | 0.02% | -26.7% |
| Q2 2020 | $52,000 | 0.0% | 880 | 0.0% | 0.03% | -31.8% |
| Q1 2020 | $52,000 | +100.0% | 880 | +83.7% | 0.04% | +109.5% |
| Q4 2019 | $26,000 | – | 479 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 844,276 | $45,405,000 | 12.84% |
| Tradewinds Capital Management, LLC | 534,748 | $28,759,000 | 10.54% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 186,575 | $10,034,000 | 9.22% |
| Beacon Wealthcare, Inc | 187,757 | $10,098,000 | 8.20% |
| Invst, LLC | 265,764 | $14,205,000 | 7.12% |
| Swaine & Leidel Wealth Services, LLC | 98,082 | $5,275,000 | 6.67% |
| BerganKDV Wealth Management, LLC | 572,417 | $30,785,000 | 6.29% |
| Northwest Capital Management Inc | 92,968 | $5,000,000 | 6.03% |
| FLC Capital Advisors | 232,831 | $12,522,000 | 5.67% |
| 55I, LLC | 131,531 | $7,074,000 | 5.61% |