SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,349,019 | -0.4% | 86,239 | -2.8% | 1.90% | -4.5% |
| Q4 2022 | $4,367,936 | -1.2% | 88,725 | -1.4% | 1.99% | -14.9% |
| Q3 2022 | $4,421,084 | -7.9% | 89,969 | -3.3% | 2.34% | -4.4% |
| Q2 2022 | $4,799,498 | +15.0% | 93,014 | +18.7% | 2.44% | +9.3% |
| Q1 2022 | $4,172,329 | +44.2% | 78,354 | +52.1% | 2.24% | +36.4% |
| Q4 2021 | $2,892,726 | – | 51,527 | – | 1.64% | – |
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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% |