SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,483 | +11.5% | 8,479 | +14.6% | 0.00% | – |
| Q2 2023 | $364,672 | +17.6% | 7,400 | +20.4% | 0.00% | – |
| Q1 2023 | $310,045 | -0.6% | 6,148 | -3.0% | 0.00% | – |
| Q4 2022 | $311,872 | +4.3% | 6,335 | +3.8% | 0.00% | – |
| Q3 2022 | $299,000 | -3.9% | 6,104 | +1.5% | 0.00% | – |
| Q2 2022 | $311,000 | -2.8% | 6,016 | -0.0% | 0.00% | – |
| Q1 2022 | $320,000 | -5.0% | 6,017 | +0.1% | 0.00% | – |
| Q4 2021 | $337,000 | +42.2% | 6,011 | +43.6% | 0.00% | – |
| Q3 2021 | $237,000 | -0.4% | 4,186 | 0.0% | 0.00% | – |
| Q2 2021 | $238,000 | +0.8% | 4,186 | 0.0% | 0.00% | – |
| Q1 2021 | $236,000 | -13.6% | 4,186 | -10.7% | 0.00% | – |
| Q4 2020 | $273,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q3 2020 | $274,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q2 2020 | $275,000 | 0.0% | 4,686 | 0.0% | 0.00% | – |
| Q1 2020 | $275,000 | +7.4% | 4,686 | 0.0% | 0.00% | – |
| Q4 2019 | $256,000 | +6.7% | 4,686 | +8.9% | 0.00% | – |
| Q3 2019 | $240,000 | -10.1% | 4,305 | -11.6% | 0.00% | – |
| Q2 2019 | $267,000 | +34.2% | 4,868 | +31.3% | 0.00% | – |
| Q1 2019 | $199,000 | +729.2% | 3,707 | +704.1% | 0.00% | – |
| Q4 2018 | $24,000 | 0.0% | 461 | 0.0% | 0.00% | – |
| Q3 2018 | $24,000 | +700.0% | 461 | +681.4% | 0.00% | – |
| Q2 2018 | $3,000 | -89.7% | 59 | -89.0% | 0.00% | – |
| Q1 2017 | $29,000 | +20.8% | 536 | +22.1% | 0.00% | – |
| Q4 2014 | $24,000 | – | 439 | – | 0.00% | – |
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% |