SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 314 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 2024 | $1,821,511 | +4.4% | 37,349 | +5.0% | 1.72% | +1.8% |
| Q1 2024 | $1,745,444 | -14.2% | 35,585 | -16.2% | 1.69% | +1.8% |
| Q4 2023 | $2,035,005 | 0.0% | 42,449 | 0.0% | 1.66% | -16.4% |
| Q3 2023 | $2,035,005 | +30.9% | 42,449 | +34.5% | 1.98% | +15.8% |
| Q2 2023 | $1,554,735 | -27.8% | 31,549 | -26.1% | 1.71% | -16.8% |
| Q1 2023 | $2,152,050 | -22.8% | 42,674 | -24.6% | 2.06% | -28.0% |
| Q4 2022 | $2,787,846 | +4.1% | 56,629 | +3.9% | 2.86% | -8.3% |
| Q3 2022 | $2,677,000 | -6.4% | 54,481 | -1.7% | 3.12% | +0.5% |
| Q2 2022 | $2,860,000 | +10.9% | 55,430 | +14.5% | 3.10% | +22.7% |
| Q1 2022 | $2,578,000 | +10.2% | 48,406 | +16.2% | 2.53% | +13.4% |
| Q4 2021 | $2,339,000 | – | 41,666 | – | 2.23% | – |
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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% |