SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 352 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,592 | -7.0% | 659 | -4.4% | 0.02% | 0.0% |
| Q2 2023 | $33,954 | -2.3% | 689 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $34,746 | +9.1% | 689 | +6.5% | 0.02% | +12.5% |
| Q4 2022 | $31,852 | -0.5% | 647 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $32,000 | -3.0% | 647 | 0.0% | 0.02% | +5.9% |
| Q2 2022 | $33,000 | +200.0% | 647 | +228.4% | 0.02% | +88.9% |
| Q4 2019 | $11,000 | – | 197 | – | 0.01% | – |
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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% |