SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,653 | -50.8% | 16,951 | -49.4% | 0.01% | -52.2% |
| Q2 2023 | $1,650,999 | +16.4% | 33,502 | +19.2% | 0.02% | +9.5% |
| Q1 2023 | $1,417,790 | -15.7% | 28,114 | -17.7% | 0.02% | -22.2% |
| Q4 2022 | $1,682,520 | +37.5% | 34,177 | +37.3% | 0.03% | +28.6% |
| Q3 2022 | $1,223,478 | +52.4% | 24,898 | +59.9% | 0.02% | +40.0% |
| Q2 2022 | $803,000 | +2.4% | 15,570 | +5.7% | 0.02% | +15.4% |
| Q1 2022 | $784,000 | – | 14,732 | – | 0.01% | – |
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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% |