SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $205,855 | -16.3% | 4,082 | -18.6% | 0.01% | -20.0% |
| Q3 2022 | $246,000 | +748.3% | 5,013 | +819.8% | 0.01% | +400.0% |
| Q1 2019 | $29,000 | -68.5% | 545 | -68.5% | 0.00% | -66.7% |
| Q4 2018 | $92,000 | +666.7% | 1,729 | +635.7% | 0.01% | +500.0% |
| Q3 2018 | $12,000 | -87.4% | 235 | -87.0% | 0.00% | -83.3% |
| Q2 2018 | $95,000 | +9400.0% | 1,809 | +7765.2% | 0.01% | – |
| Q1 2018 | $1,000 | – | 23 | – | 0.00% | – |
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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% |