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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,431 | -11.2% | 4,818 | -9.1% | 0.11% | -18.7% |
| Q1 2023 | $267,329 | -50.4% | 5,301 | -51.6% | 0.14% | -51.7% |
| Q4 2022 | $538,872 | -43.7% | 10,946 | -43.8% | 0.29% | -49.3% |
| Q3 2022 | $957,000 | -7.5% | 19,478 | -2.9% | 0.57% | -5.5% |
| Q2 2022 | $1,035,000 | -13.3% | 20,051 | -10.6% | 0.60% | +7.1% |
| Q1 2022 | $1,194,000 | -5.2% | 22,417 | -0.1% | 0.56% | -11.4% |
| Q4 2021 | $1,260,000 | -28.3% | 22,443 | -27.6% | 0.63% | -32.4% |
| Q3 2021 | $1,758,000 | -2.5% | 30,995 | -2.2% | 0.94% | -2.5% |
| Q2 2021 | $1,803,000 | -1.4% | 31,707 | -2.2% | 0.96% | -9.3% |
| Q1 2021 | $1,829,000 | -8.6% | 32,425 | -5.7% | 1.06% | -22.2% |
| Q4 2020 | $2,002,000 | – | 34,381 | – | 1.36% | – |
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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% |