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 | $493 | -18.2% | 10,293 | -15.9% | 0.01% | -20.0% |
| Q2 2023 | $603 | -16.7% | 12,232 | -14.8% | 0.01% | -16.7% |
| Q1 2023 | $724 | -99.9% | 14,357 | -45.4% | 0.01% | -47.8% |
| Q4 2022 | $1,294,000 | -100.0% | 26,278 | -67.0% | 0.02% | -70.5% |
| Q3 2022 | $3,914,000,000 | +74708.9% | 79,646 | -21.5% | 0.08% | -22.8% |
| Q2 2022 | $5,232,000 | +14.8% | 101,401 | +18.5% | 0.10% | +26.2% |
| Q1 2022 | $4,557,000 | -99.8% | 85,578 | +76.1% | 0.08% | +66.7% |
| Q4 2021 | $2,729,000,000 | +141006.5% | 48,606 | +42.5% | 0.05% | +23.1% |
| Q3 2021 | $1,934,000 | +37.7% | 34,098 | +38.0% | 0.04% | +30.0% |
| Q2 2021 | $1,405,000 | +4.3% | 24,703 | +3.5% | 0.03% | -9.1% |
| Q1 2021 | $1,347,000 | +101.9% | 23,879 | +108.4% | 0.03% | +73.7% |
| Q4 2020 | $667,000 | +95.6% | 11,458 | +97.1% | 0.02% | +72.7% |
| Q3 2020 | $341,000 | – | 5,812 | – | 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% |