SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,609 | +15.1% | 117,008 | +18.3% | 0.02% | +23.5% |
| Q2 2023 | $4,875 | +18.7% | 98,923 | +21.5% | 0.02% | 0.0% |
| Q1 2023 | $4,107 | -3.7% | 81,442 | -6.0% | 0.02% | 0.0% |
| Q4 2022 | $4,264 | -99.9% | 86,615 | +4.7% | 0.02% | 0.0% |
| Q3 2022 | $4,064,000 | +20.4% | 82,688 | +25.3% | 0.02% | +13.3% |
| Q2 2022 | $3,375,000 | -4.3% | 65,996 | -0.3% | 0.02% | 0.0% |
| Q1 2022 | $3,526,000 | +4.5% | 66,219 | +10.1% | 0.02% | +15.4% |
| Q4 2021 | $3,375,000 | -4.0% | 60,120 | -3.0% | 0.01% | -13.3% |
| Q3 2021 | $3,514,000 | +1.5% | 61,971 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $3,461,000 | +12.2% | 60,861 | +11.3% | 0.02% | 0.0% |
| Q1 2021 | $3,084,000 | +2.8% | 54,666 | +6.1% | 0.02% | +7.1% |
| Q4 2020 | $2,999,000 | +18.1% | 51,513 | +19.1% | 0.01% | 0.0% |
| Q3 2020 | $2,539,000 | +27.7% | 43,261 | +27.8% | 0.01% | +7.7% |
| Q2 2020 | $1,989,000 | +26.9% | 33,846 | +27.0% | 0.01% | +8.3% |
| Q1 2020 | $1,567,000 | +25.9% | 26,660 | +17.7% | 0.01% | +50.0% |
| Q4 2019 | $1,245,000 | -0.6% | 22,660 | +0.6% | 0.01% | -11.1% |
| Q3 2019 | $1,252,000 | +51.2% | 22,535 | +49.6% | 0.01% | +50.0% |
| Q2 2019 | $828,000 | – | 15,065 | – | 0.01% | – |
Download | ||||||
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% |