SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 384 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $183,034 | -0.4% | 3,753 | -2.1% | 0.16% | -13.7% |
| Q3 2023 | $183,850 | -9.1% | 3,835 | -6.6% | 0.19% | -4.5% |
| Q2 2023 | $202,344 | -32.5% | 4,106 | -32.6% | 0.20% | -13.1% |
| Q4 2022 | $299,860 | -4.5% | 6,091 | -4.6% | 0.23% | -19.1% |
| Q3 2022 | $314,000 | -4.6% | 6,383 | 0.0% | 0.28% | +0.4% |
| Q2 2022 | $329,000 | -16.3% | 6,383 | -13.5% | 0.28% | -5.7% |
| Q1 2022 | $393,000 | -5.1% | 7,377 | 0.0% | 0.30% | +24.1% |
| Q4 2021 | $414,000 | -13.2% | 7,377 | -12.3% | 0.24% | -27.8% |
| Q3 2021 | $477,000 | -7.4% | 8,411 | -7.1% | 0.33% | -16.5% |
| Q2 2021 | $515,000 | -5.3% | 9,049 | -6.1% | 0.40% | -11.5% |
| Q1 2021 | $544,000 | +837.9% | 9,641 | -13.5% | 0.45% | +2913.3% |
| Q4 2020 | $58,000 | -91.6% | 11,142 | -5.2% | 0.02% | -97.7% |
| Q3 2020 | $689,000 | +0.6% | 11,747 | +0.8% | 0.65% | +307.5% |
| Q2 2020 | $685,000 | – | 11,651 | – | 0.16% | – |
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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% |