SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 358 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,738,946 | +3.1% | 630,284 | +2.2% | 0.52% | -64.5% |
| Q1 2024 | $29,818,900 | +18.1% | 616,985 | +21.5% | 1.48% | +10.1% |
| Q4 2023 | $25,250,451 | +14.0% | 507,853 | +10.0% | 1.34% | +108.4% |
| Q3 2023 | $22,140,526 | +108.9% | 461,838 | +114.7% | 0.64% | +0.2% |
| Q2 2023 | $10,598,650 | +529832.5% | 215,070 | +565873.7% | 0.64% | – |
| Q1 2022 | $2,000 | -33.3% | 38 | -36.7% | 0.00% | – |
| Q4 2020 | $3,000 | -25.0% | 60 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | -42.9% | 60 | -47.4% | 0.00% | -100.0% |
| Q2 2020 | $7,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | – | 114 | – | 0.00% | – |
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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% |