SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,862,006 | +8.6% | 38,840 | +11.6% | 0.00% | 0.0% |
| Q2 2023 | $1,714,352 | -1.2% | 34,788 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $1,734,658 | +6.4% | 34,397 | +3.8% | 0.00% | 0.0% |
| Q4 2022 | $1,630,841 | +9.1% | 33,126 | +8.9% | 0.00% | -33.3% |
| Q3 2022 | $1,495,000 | +20.0% | 30,411 | +25.9% | 0.00% | +50.0% |
| Q2 2022 | $1,246,000 | +18.9% | 24,153 | +22.8% | 0.00% | 0.0% |
| Q1 2022 | $1,048,000 | -25.0% | 19,671 | -20.9% | 0.00% | 0.0% |
| Q4 2021 | $1,397,000 | -3.0% | 24,878 | -2.1% | 0.00% | -33.3% |
| Q3 2021 | $1,440,000 | +0.3% | 25,405 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $1,436,000 | +23.1% | 25,253 | +22.1% | 0.00% | +50.0% |
| Q1 2021 | $1,167,000 | +49.2% | 20,681 | +53.9% | 0.00% | 0.0% |
| Q4 2020 | $782,000 | +24.9% | 13,437 | +26.1% | 0.00% | 0.0% |
| Q3 2020 | $626,000 | +119.6% | 10,659 | +119.9% | 0.00% | +100.0% |
| Q2 2020 | $285,000 | +26.1% | 4,848 | +26.2% | 0.00% | 0.0% |
| Q1 2020 | $226,000 | -15.0% | 3,841 | -20.8% | 0.00% | 0.0% |
| Q4 2019 | $266,000 | +0.8% | 4,847 | +2.0% | 0.00% | 0.0% |
| Q3 2019 | $264,000 | +55.3% | 4,752 | +53.8% | 0.00% | 0.0% |
| Q2 2019 | $170,000 | +188.1% | 3,090 | +179.6% | 0.00% | – |
| Q1 2019 | $59,000 | +103.4% | 1,105 | +100.2% | 0.00% | – |
| Q4 2018 | $29,000 | +93.3% | 552 | +86.5% | 0.00% | – |
| Q3 2018 | $15,000 | +200.0% | 296 | +205.2% | 0.00% | – |
| Q2 2018 | $5,000 | +150.0% | 97 | +185.3% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | -60.0% | 34 | -63.4% | 0.00% | – |
| Q3 2017 | $5,000 | +400.0% | 93 | +416.7% | 0.00% | – |
| Q1 2016 | $1,000 | -85.7% | 18 | -86.4% | 0.00% | – |
| Q2 2015 | $7,000 | +133.3% | 132 | +131.6% | 0.00% | – |
| Q4 2014 | $3,000 | 0.0% | 57 | +3.6% | 0.00% | – |
| Q3 2013 | $3,000 | – | 55 | – | 0.00% | – |
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% |