SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,556 | +7.7% | 74,177 | +10.7% | 0.02% | +11.1% |
| Q2 2023 | $3,303 | +116.7% | 67,029 | +121.7% | 0.02% | +63.6% |
| Q1 2023 | $1,524 | -40.5% | 30,229 | -41.9% | 0.01% | -35.3% |
| Q4 2022 | $2,562 | -99.9% | 52,052 | -19.1% | 0.02% | -29.2% |
| Q3 2022 | $3,163,000 | +11.4% | 64,360 | +16.9% | 0.02% | +9.1% |
| Q2 2022 | $2,840,000 | +7.5% | 55,039 | +11.0% | 0.02% | +15.8% |
| Q1 2022 | $2,641,000 | +6.0% | 49,601 | +11.8% | 0.02% | +5.6% |
| Q4 2021 | $2,491,000 | +4.4% | 44,369 | +5.5% | 0.02% | -5.3% |
| Q3 2021 | $2,386,000 | -2.6% | 42,069 | -2.3% | 0.02% | -9.5% |
| Q2 2021 | $2,450,000 | -10.3% | 43,080 | -11.1% | 0.02% | -19.2% |
| Q1 2021 | $2,732,000 | +18.1% | 48,433 | +21.9% | 0.03% | +4.0% |
| Q4 2020 | $2,313,000 | +29.4% | 39,732 | +30.5% | 0.02% | +13.6% |
| Q3 2020 | $1,787,000 | +23.8% | 30,450 | +23.9% | 0.02% | +15.8% |
| Q2 2020 | $1,444,000 | +225.2% | 24,573 | +225.3% | 0.02% | +137.5% |
| Q1 2020 | $444,000 | – | 7,553 | – | 0.01% | – |
Download | ||||||
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% |