SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $522,522 | -1.3% | 10,714 | -0.7% | 0.15% | -0.7% |
| Q1 2024 | $529,152 | -10.3% | 10,788 | -9.1% | 0.15% | -15.6% |
| Q4 2023 | $590,177 | -6.8% | 11,870 | -10.1% | 0.18% | -16.4% |
| Q3 2023 | $633,288 | -9.0% | 13,210 | -6.5% | 0.21% | -5.7% |
| Q2 2023 | $696,130 | -4.6% | 14,126 | -2.3% | 0.23% | -8.8% |
| Q1 2023 | $729,319 | – | 14,462 | – | 0.25% | – |
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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% |