SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,100 | -37.8% | 15,000 | -36.1% | 0.05% | -35.4% |
| Q2 2023 | $1,156,602 | -1.9% | 23,470 | +0.3% | 0.08% | -6.8% |
| Q1 2023 | $1,179,558 | -40.9% | 23,390 | -42.3% | 0.09% | -42.1% |
| Q4 2022 | $1,995,193 | +64.8% | 40,528 | +64.4% | 0.15% | +50.5% |
| Q3 2022 | $1,211,000 | -20.8% | 24,651 | -16.9% | 0.10% | -13.7% |
| Q2 2022 | $1,530,000 | -46.7% | 29,648 | -45.0% | 0.12% | -40.0% |
| Q1 2022 | $2,873,000 | -2.7% | 53,952 | +2.6% | 0.20% | +2.6% |
| Q4 2021 | $2,952,000 | -41.3% | 52,586 | -40.7% | 0.19% | -44.8% |
| Q3 2021 | $5,033,000 | -4.6% | 88,743 | -4.3% | 0.34% | -3.6% |
| Q2 2021 | $5,276,000 | +20.3% | 92,771 | +19.3% | 0.36% | +11.9% |
| Q1 2021 | $4,387,000 | +14.7% | 77,767 | +18.3% | 0.32% | +8.1% |
| Q4 2020 | $3,826,000 | +48.0% | 65,713 | +49.1% | 0.30% | +32.3% |
| Q3 2020 | $2,586,000 | +25.2% | 44,067 | +25.4% | 0.22% | +19.3% |
| Q2 2020 | $2,065,000 | +6.1% | 35,128 | +6.0% | 0.19% | -11.4% |
| Q1 2020 | $1,947,000 | -8.9% | 33,128 | -14.9% | 0.21% | +8.8% |
| Q4 2019 | $2,138,000 | -1.3% | 38,927 | -0.2% | 0.19% | -10.2% |
| Q3 2019 | $2,167,000 | -2.4% | 38,997 | -3.5% | 0.22% | +8.0% |
| Q2 2019 | $2,221,000 | +0.9% | 40,412 | -1.3% | 0.20% | -2.9% |
| Q1 2019 | $2,202,000 | -72.8% | 40,936 | -73.2% | 0.21% | -75.3% |
| Q4 2018 | $8,097,000 | -7.6% | 152,919 | -9.7% | 0.83% | +1.2% |
| Q3 2018 | $8,766,000 | +38.0% | 169,257 | +39.4% | 0.82% | +31.2% |
| Q2 2018 | $6,352,000 | -14.3% | 121,386 | -13.9% | 0.63% | -16.4% |
| Q1 2018 | $7,412,000 | -21.3% | 140,946 | -20.2% | 0.75% | -19.9% |
| Q4 2017 | $9,423,000 | – | 176,729 | – | 0.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 225,578 | $12,533,000 | 13.23% |
| Morningstar Investment Management LLC | 698,144 | $38,789,000 | 10.92% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 142,865 | $7,938,000 | 9.76% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 636,230 | $35,292,000 | 9.62% |
| BerganKDV Wealth Management, LLC | 745,059 | $41,396,000 | 8.18% |
| Beacon Wealthcare, Inc | 178,712 | $9,929,000 | 7.15% |
| Invst, LLC | 229,239 | $12,748,000 | 5.74% |
| STERLING INVESTMENT MANAGEMENT, LLC | 132,006 | $7,334,000 | 5.36% |
| Charles Schwab Trust Co | 202,056 | $11,236,000 | 5.24% |
| SWS Partners | 141,910 | $7,833,000 | 4.64% |