SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 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 ↓ |
|---|---|---|---|
| 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% |