SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,856,000 | -13.8% | 117,758 | -13.1% | 3.99% | -19.7% |
| Q3 2020 | $7,953,000 | -2.2% | 135,533 | -2.1% | 4.97% | -3.1% |
| Q2 2020 | $8,134,000 | +1.4% | 138,379 | +1.4% | 5.13% | -10.1% |
| Q1 2020 | $8,025,000 | -16.1% | 136,532 | -21.4% | 5.70% | -13.5% |
| Q4 2019 | $9,564,000 | -3.7% | 173,759 | -2.8% | 6.59% | -7.8% |
| Q3 2019 | $9,929,000 | -2.6% | 178,712 | -3.7% | 7.15% | -7.8% |
| Q2 2019 | $10,197,000 | +1.0% | 185,538 | -1.2% | 7.76% | -5.4% |
| Q1 2019 | $10,098,000 | -42.3% | 187,757 | -43.2% | 8.20% | -29.0% |
| Q4 2018 | $17,505,000 | +249.5% | 330,588 | +241.8% | 11.55% | +154.4% |
| Q3 2018 | $5,008,000 | +12.7% | 96,709 | +13.8% | 4.54% | +5.5% |
| Q2 2018 | $4,445,000 | +244.0% | 84,953 | +245.8% | 4.30% | +223.0% |
| Q1 2018 | $1,292,000 | +17.0% | 24,564 | +18.6% | 1.33% | +15.3% |
| Q4 2017 | $1,104,000 | – | 20,710 | – | 1.16% | – |
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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% |