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 | $10,497,093 | -3.0% | 218,963 | -0.3% | 3.78% | +2.5% |
| Q2 2023 | $10,823,243 | +8.9% | 219,628 | +11.5% | 3.69% | +3.6% |
| Q1 2023 | $9,935,107 | +57.3% | 197,008 | +53.5% | 3.56% | +45.3% |
| Q4 2022 | $6,317,614 | -25.4% | 128,329 | -14.9% | 2.45% | -21.4% |
| Q4 2021 | $8,468,000 | +52.2% | 150,834 | +53.7% | 3.12% | +8.4% |
| Q3 2021 | $5,564,000 | +14.6% | 98,109 | +14.9% | 2.88% | +9.7% |
| Q2 2021 | $4,856,000 | +26.0% | 85,387 | +25.0% | 2.62% | +13.9% |
| Q1 2021 | $3,853,000 | +0.5% | 68,302 | +3.7% | 2.30% | -7.9% |
| Q4 2020 | $3,835,000 | – | 65,872 | – | 2.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Wealthcare LLC | 378,017 | $18,794,989 | 9.04% |
| Modus Advisors, LLC | 73,283 | $3,643,626 | 1.48% |
| MASSMUTUAL TRUST CO FSB/ADV | 329,314 | $16,373,492 | 0.55% |
| FC Advisory LLC | 8,787 | $436,914 | 0.17% |
| Apella Capital, LLC | 5,227 | $258,597 | 0.01% |
| Bartlett & Co. LLC | 7,683 | $382 | 0.01% |
| Pacifica Partners Inc. | 90 | $4,406 | 0.00% |
| Anchor Investment Management, LLC | 26 | $1,293 | 0.00% |
| Versant Capital Management, Inc | 18 | $882 | 0.00% |
| Global Wealth Strategies & Associates | 10 | $497 | 0.00% |