SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $456,510 | +0.1% | 9,273 | 0.0% | 0.41% | -4.0% |
| Q3 2022 | $456,000 | -7.1% | 9,273 | -2.6% | 0.42% | -4.1% |
| Q2 2022 | $491,000 | -19.0% | 9,524 | -16.3% | 0.44% | -17.9% |
| Q1 2022 | $606,000 | -7.6% | 11,384 | -2.5% | 0.54% | -6.1% |
| Q4 2021 | $656,000 | -0.2% | 11,680 | +0.8% | 0.57% | -6.7% |
| Q3 2021 | $657,000 | +0.6% | 11,586 | +1.0% | 0.61% | -2.5% |
| Q2 2021 | $653,000 | +3.3% | 11,476 | +2.4% | 0.63% | -6.0% |
| Q1 2021 | $632,000 | -11.2% | 11,207 | -8.4% | 0.67% | -4.3% |
| Q4 2020 | $712,000 | – | 12,234 | – | 0.70% | – |
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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% |