SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,269,883 | +71.3% | 26,489 | +76.1% | 0.00% | 0.0% |
| Q2 2023 | $741,467 | -1.4% | 15,046 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $752,012 | -5.9% | 14,912 | -8.1% | 0.00% | 0.0% |
| Q4 2022 | $799,200 | +277.0% | 16,234 | +276.7% | 0.00% | – |
| Q3 2022 | $212,000 | -24.8% | 4,310 | -21.0% | 0.00% | – |
| Q2 2022 | $282,000 | -3.4% | 5,458 | -0.4% | 0.00% | – |
| Q1 2022 | $292,000 | -10.2% | 5,481 | -5.2% | 0.00% | – |
| Q4 2021 | $325,000 | -1.5% | 5,783 | -0.6% | 0.00% | – |
| Q3 2021 | $330,000 | +3.1% | 5,819 | +3.5% | 0.00% | – |
| Q2 2021 | $320,000 | +3.6% | 5,621 | +2.8% | 0.00% | – |
| Q1 2021 | $309,000 | +12.4% | 5,470 | +15.6% | 0.00% | – |
| Q4 2020 | $275,000 | +1.1% | 4,731 | +1.9% | 0.00% | – |
| Q3 2020 | $272,000 | -2.2% | 4,642 | -1.8% | 0.00% | – |
| Q2 2020 | $278,000 | -8.3% | 4,729 | -8.2% | 0.00% | – |
| Q1 2020 | $303,000 | -1.0% | 5,152 | -7.4% | 0.00% | – |
| Q4 2019 | $306,000 | – | 5,566 | – | 0.00% | – |
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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% |