SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,786 | -0.7% | 12,094 | +2.1% | 0.01% | +16.7% |
| Q2 2023 | $583,722 | +101240.6% | 11,845 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $576 | -3.4% | 11,426 | -5.8% | 0.01% | -14.3% |
| Q4 2022 | $596 | -99.9% | 12,126 | -1.5% | 0.01% | 0.0% |
| Q3 2022 | $604,000 | -8.6% | 12,306 | -3.9% | 0.01% | 0.0% |
| Q2 2022 | $661,000 | +0.9% | 12,802 | +4.0% | 0.01% | +16.7% |
| Q1 2022 | $655,000 | -33.3% | 12,306 | -28.9% | 0.01% | +20.0% |
| Q3 2021 | $982,000 | +99.6% | 17,312 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $492,000 | -0.4% | 8,656 | -1.3% | 0.01% | 0.0% |
| Q1 2021 | $494,000 | -1.6% | 8,771 | +1.7% | 0.01% | -16.7% |
| Q4 2020 | $502,000 | -3.1% | 8,627 | -2.3% | 0.01% | -14.3% |
| Q3 2020 | $518,000 | 0.0% | 8,827 | +0.3% | 0.01% | -22.2% |
| Q2 2020 | $518,000 | 0.0% | 8,800 | 0.0% | 0.01% | -18.2% |
| Q1 2020 | $518,000 | +7.2% | 8,800 | 0.0% | 0.01% | +57.1% |
| Q4 2019 | $483,000 | -3.2% | 8,800 | -2.1% | 0.01% | -12.5% |
| Q3 2019 | $499,000 | +1.0% | 8,985 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $494,000 | +2.1% | 8,985 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $484,000 | +13.9% | 8,985 | +11.8% | 0.01% | +14.3% |
| Q4 2018 | $425,000 | +2.2% | 8,035 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $416,000 | – | 8,035 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 817,695 | $43,542,000 | 24.71% |
| Verdad Advisers, LP | 550,000 | $29,288,000 | 23.99% |
| Morningstar Investment Management LLC | 1,240,757 | $66,070,000 | 12.19% |
| WestHill Financial Advisors, Inc. | 426,226 | $22,697,000 | 6.55% |
| Beacon Wealthcare LLC | 248,324 | $13,223,000 | 6.52% |
| BerganKDV Wealth Management, LLC | 1,110,934 | $59,157,000 | 6.33% |
| HC Advisors, LLC | 179,430 | $9,555,000 | 6.06% |
| Morton Brown Family Wealth, LLC | 145,867 | $7,767,000 | 5.87% |
| Seascape Capital Management | 154,819 | $8,244,000 | 4.28% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 133,556 | $7,112,000 | 4.04% |