SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,290 | -2.3% | 4,389 | 0.0% | 0.12% | -13.9% |
| Q1 2023 | $221,337 | +102370.8% | 4,389 | 0.0% | 0.14% | +3.0% |
| Q4 2022 | $216 | -99.9% | 4,389 | -14.2% | 0.13% | -21.3% |
| Q3 2022 | $251,000 | -8.7% | 5,115 | -4.1% | 0.17% | -5.6% |
| Q2 2022 | $275,000 | -39.2% | 5,335 | -37.2% | 0.18% | -33.2% |
| Q1 2022 | $452,000 | -66.8% | 8,491 | -65.0% | 0.27% | -65.3% |
| Q4 2021 | $1,361,000 | -96.9% | 24,245 | -96.9% | 0.77% | -97.0% |
| Q3 2021 | $43,913,000 | -3.5% | 774,345 | -3.2% | 25.92% | +1.1% |
| Q2 2021 | $45,498,000 | -1.1% | 800,036 | -1.9% | 25.64% | -4.4% |
| Q1 2021 | $45,989,000 | -2.2% | 815,272 | +0.9% | 26.82% | -3.1% |
| Q4 2020 | $47,033,000 | – | 807,846 | – | 27.69% | – |
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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% |