SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 1 filers reported holding SCHWAB STRATEGIC TR in Q1 2013. The put-call ratio across all filers is - and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $342 | -13.0% | 7,020 | -12.5% | 0.02% | -17.4% |
| Q1 2024 | $393 | -3.9% | 8,020 | -2.4% | 0.02% | -11.5% |
| Q4 2023 | $409 | +3.8% | 8,220 | 0.0% | 0.03% | -7.1% |
| Q3 2023 | $394 | +2.9% | 8,220 | +5.8% | 0.03% | +7.7% |
| Q2 2023 | $383 | +1.6% | 7,770 | +4.0% | 0.03% | -3.7% |
| Q1 2023 | $377 | -100.0% | 7,470 | -75.1% | 0.03% | -90.8% |
| Q2 2013 | $1,580,000 | -67.6% | 30,000 | -66.7% | 0.29% | -91.0% |
| Q1 2013 | $4,875,000 | +200.0% | 90,000 | +200.0% | 3.27% | +89.9% |
| Q4 2012 | $1,625,000 | – | 30,000 | – | 1.72% | – |
Download | ||||||
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% |