SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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 ↓ |
---|---|---|---|
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% |