SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $205,000 | -5.1% | 3,848 | 0.0% | 0.04% | -41.5% |
Q4 2021 | $216,000 | -50.5% | 3,848 | -50.0% | 0.06% | -73.9% |
Q3 2021 | $436,000 | -31.4% | 7,696 | -31.2% | 0.25% | +67.1% |
Q2 2021 | $636,000 | +5.0% | 11,179 | +4.0% | 0.15% | -20.3% |
Q1 2021 | $606,000 | -5.0% | 10,751 | -2.0% | 0.19% | 0.0% |
Q4 2020 | $638,000 | -1.5% | 10,967 | -0.7% | 0.19% | +10.0% |
Q3 2020 | $648,000 | -0.2% | 11,047 | -0.0% | 0.17% | -10.1% |
Q2 2020 | $649,000 | 0.0% | 11,048 | -0.2% | 0.19% | -9.6% |
Q1 2020 | $649,000 | -7.9% | 11,068 | -13.7% | 0.21% | +29.0% |
Q4 2019 | $705,000 | -0.8% | 12,829 | +0.3% | 0.16% | -58.8% |
Q3 2019 | $711,000 | -3.5% | 12,797 | -4.5% | 0.39% | +1.8% |
Q2 2019 | $737,000 | +3.7% | 13,396 | +1.3% | 0.39% | -29.2% |
Q1 2019 | $711,000 | +6.0% | 13,219 | +4.2% | 0.54% | +12.1% |
Q4 2018 | $671,000 | -3.3% | 12,689 | -5.3% | 0.49% | +10.7% |
Q3 2018 | $694,000 | -2.7% | 13,405 | -1.7% | 0.44% | -21.9% |
Q2 2018 | $713,000 | +13.7% | 13,634 | +14.2% | 0.56% | +17.8% |
Q1 2018 | $627,000 | +10.2% | 11,937 | +11.9% | 0.48% | +1.1% |
Q4 2017 | $569,000 | – | 10,665 | – | 0.47% | – |
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% |