SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $548,155 | -37.0% | 11,137 | -37.1% | 0.05% | -42.5% |
| Q3 2022 | $870,000 | -13.5% | 17,710 | -9.2% | 0.09% | -12.1% |
| Q2 2022 | $1,006,000 | -33.7% | 19,513 | -31.5% | 0.10% | -20.2% |
| Q1 2022 | $1,517,000 | -7.4% | 28,483 | -2.5% | 0.12% | -2.4% |
| Q4 2021 | $1,639,000 | -19.5% | 29,203 | -18.7% | 0.13% | -2.3% |
| Q3 2021 | $2,036,000 | -48.4% | 35,903 | -48.3% | 0.13% | -49.2% |
| Q2 2021 | $3,945,000 | -6.8% | 69,385 | -7.5% | 0.26% | -9.2% |
| Q1 2021 | $4,232,000 | -24.1% | 75,031 | -21.6% | 0.28% | -26.6% |
| Q4 2020 | $5,574,000 | -7.7% | 95,749 | -7.0% | 0.38% | -16.5% |
| Q3 2020 | $6,041,000 | -3.9% | 102,950 | -3.7% | 0.46% | -13.2% |
| Q2 2020 | $6,284,000 | -2.4% | 106,933 | -2.4% | 0.53% | -36.4% |
| Q1 2020 | $6,439,000 | +6.0% | 109,572 | -1.0% | 0.83% | +33.9% |
| Q4 2019 | $6,077,000 | -3.9% | 110,640 | -2.8% | 0.62% | -7.4% |
| Q3 2019 | $6,322,000 | – | 113,787 | – | 0.67% | – |
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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% |