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 | $1,331,916 | +22.0% | 27,783 | +25.4% | 0.74% | +7.0% |
| Q2 2023 | $1,092,154 | +3.9% | 22,162 | +6.3% | 0.70% | +0.9% |
| Q1 2023 | $1,051,187 | +17.6% | 20,844 | +14.8% | 0.69% | +13.9% |
| Q4 2022 | $894,000 | +111.3% | 18,152 | +111.1% | 0.61% | +76.7% |
| Q3 2022 | $423,000 | +53.8% | 8,598 | +61.1% | 0.34% | +48.5% |
| Q2 2022 | $275,000 | +118.3% | 5,337 | +126.3% | 0.23% | +151.1% |
| Q1 2022 | $126,000 | +223.1% | 2,358 | +237.3% | 0.09% | +217.2% |
| Q4 2021 | $39,000 | – | 699 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 159,490 | $8,550,000 | 6.31% |
| JUNCTURE WEALTH STRATEGIES, LLC | 115,546 | $6,194,000 | 5.04% |
| Quantum Capital Management, LLC / NJ | 158,007 | $8,471,000 | 2.72% |
| Waverly Advisors, LLC | 48,676 | $2,610,000 | 1.60% |
| Frontier Wealth Management LLC | 193,021 | $10,348,000 | 1.59% |
| Charles Schwab Investment Advisory, Inc. | 1,747,873 | $93,703,000 | 1.45% |
| Twele Capital Management, Inc. | 64,631 | $3,464,000 | 0.98% |
| D. SCOTT NEAL, INC. | 24,095 | $1,292,000 | 0.89% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,925 | $2,676,000 | 0.83% |
| Friedenthal Financial | 16,097 | $863,000 | 0.75% |