SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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% |