SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
| Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
| SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
| FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
| JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
| Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
| BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
| Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
| Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |