SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,308,980 | -14.3% | 69,023 | -11.9% | 0.13% | -11.9% |
| Q2 2023 | $3,862,103 | -6.3% | 78,371 | -4.1% | 0.14% | -11.2% |
| Q1 2023 | $4,121,821 | +239540.8% | 81,734 | +133.9% | 0.16% | +66.0% |
| Q4 2022 | $1,720 | -99.9% | 34,945 | +0.1% | 0.10% | -6.7% |
| Q3 2022 | $1,715,000 | -62.4% | 34,897 | -60.5% | 0.10% | -44.7% |
| Q2 2022 | $4,562,000 | -11.6% | 88,407 | -8.7% | 0.19% | +36.2% |
| Q1 2022 | $5,159,000 | -5.6% | 96,883 | -0.5% | 0.14% | +14.0% |
| Q4 2021 | $5,465,000 | -9.0% | 97,353 | -8.4% | 0.12% | -23.9% |
| Q3 2021 | $6,008,000 | +1.2% | 106,240 | +1.8% | 0.16% | -1.2% |
| Q2 2021 | $5,936,000 | +9.1% | 104,379 | +8.2% | 0.16% | +11.0% |
| Q1 2021 | $5,442,000 | – | 96,475 | – | 0.14% | – |
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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% |