SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 55 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $113,913,548 | +6.1% | 2,376,169 | +9.1% | 0.02% | +4.5% |
Q2 2023 | $107,367,282 | +3.1% | 2,178,719 | +5.5% | 0.02% | 0.0% |
Q1 2023 | $104,126,805 | -1.0% | 2,064,779 | -3.4% | 0.02% | -8.3% |
Q4 2022 | $105,193,961 | +344.0% | 2,136,786 | +343.2% | 0.02% | +380.0% |
Q3 2022 | $23,691,000 | +2.0% | 482,103 | +7.1% | 0.01% | 0.0% |
Q2 2022 | $23,220,000 | +1037.1% | 450,000 | +1073.7% | 0.01% | – |
Q1 2022 | $2,042,000 | +327.2% | 38,339 | +352.2% | 0.00% | – |
Q1 2021 | $478,000 | +7.7% | 8,478 | +2.4% | 0.00% | – |
Q2 2015 | $444,000 | -56.9% | 8,278 | -56.3% | 0.00% | – |
Q1 2015 | $1,030,000 | -46.9% | 18,953 | -47.6% | 0.00% | -100.0% |
Q4 2014 | $1,939,000 | -28.5% | 36,167 | -29.4% | 0.00% | 0.0% |
Q3 2014 | $2,710,000 | +10.6% | 51,198 | +11.0% | 0.00% | 0.0% |
Q2 2014 | $2,451,000 | +1.1% | 46,128 | +0.0% | 0.00% | 0.0% |
Q1 2014 | $2,424,000 | +74.0% | 46,118 | +80.0% | 0.00% | 0.0% |
Q3 2012 | $1,393,000 | – | 25,618 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PRING TURNER CAPITAL GROUP INC | 112,740 | $6,227,000 | 9.00% |
Roof Eidam Maycock Peralta, LLC | 192,390 | $10,626,000 | 7.46% |
SFMG, LLC | 384,515 | $21,237,000 | 4.68% |
FINANCIAL CONSULATE, INC | 116,612 | $6,440,000 | 4.42% |
JUNCTURE WEALTH STRATEGIES, LLC | 105,979 | $5,853,000 | 4.32% |
Apriem Advisors | 174,648 | $9,646,000 | 3.80% |
BerganKDV Wealth Management, LLC | 112,471 | $6,212,000 | 3.73% |
Kernodle & Katon Asset Management Group, LLC | 61,142 | $3,377,000 | 3.20% |
Moisand Fitzgerald Tamayo, LLC | 109,468 | $6,046,000 | 2.50% |
Quantum Capital Management, LLC / NJ | 144,817 | $7,998,000 | 2.31% |