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 | $69,513,000 | -2.7% | 1,450,000 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $71,456,001 | -2.3% | 1,450,000 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $73,123,501 | -48.9% | 1,450,000 | -50.0% | 0.00% | 0.0% |
Q4 2022 | $143,086,002 | +100.8% | 2,900,000 | +100.0% | 0.00% | -20.0% |
Q3 2022 | $71,253,000 | -4.8% | 1,450,000 | 0.0% | 0.01% | +25.0% |
Q2 2022 | $74,820,000 | -3.1% | 1,450,000 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $77,213,000 | -5.1% | 1,450,000 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $81,403,000 | -0.9% | 1,450,000 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $82,143,000 | -0.4% | 1,450,000 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $82,462,000 | +0.8% | 1,450,000 | 0.0% | 0.00% | -20.0% |
Q1 2021 | $81,795,000 | -3.1% | 1,450,000 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $84,444,000 | -0.8% | 1,450,000 | 0.0% | 0.01% | -16.7% |
Q3 2020 | $85,086,000 | -0.2% | 1,450,000 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $85,231,000 | 0.0% | 1,450,000 | 0.0% | 0.01% | -14.3% |
Q1 2020 | $85,231,000 | +7.0% | 1,450,000 | 0.0% | 0.01% | +40.0% |
Q4 2019 | $79,649,000 | -1.1% | 1,450,000 | 0.0% | 0.01% | -16.7% |
Q3 2019 | $80,562,000 | +1.1% | 1,450,000 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $79,692,000 | – | 1,450,000 | – | 0.01% | – |
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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% |