SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,612,382 | +134.1% | 221,368 | +140.6% | 0.00% | – |
| Q2 2023 | $4,533,267 | +93659.4% | 91,990 | +95722.9% | 0.00% | – |
| Q1 2023 | $4,835 | -80.1% | 96 | -80.6% | 0.00% | – |
| Q4 2022 | $24,314 | -30.5% | 494 | -30.0% | 0.00% | – |
| Q3 2022 | $35,000 | -16.7% | 706 | -13.9% | 0.00% | – |
| Q2 2022 | $42,000 | -6.7% | 820 | -4.7% | 0.00% | – |
| Q1 2022 | $45,000 | +4.7% | 860 | +11.8% | 0.00% | – |
| Q4 2021 | $43,000 | -12.2% | 769 | -11.2% | 0.00% | – |
| Q3 2021 | $49,000 | +2.1% | 866 | +1.5% | 0.00% | – |
| Q2 2021 | $48,000 | -9.4% | 853 | -9.2% | 0.00% | – |
| Q1 2021 | $53,000 | +8.2% | 939 | +11.7% | 0.00% | – |
| Q4 2020 | $49,000 | -2.0% | 841 | -0.4% | 0.00% | – |
| Q3 2020 | $50,000 | -5.7% | 844 | -6.4% | 0.00% | – |
| Q2 2020 | $53,000 | -20.9% | 902 | -21.2% | 0.00% | – |
| Q1 2020 | $67,000 | -11.8% | 1,144 | -17.0% | 0.00% | – |
| Q4 2019 | $76,000 | +13.4% | 1,379 | +15.1% | 0.00% | – |
| Q3 2019 | $67,000 | +55.8% | 1,198 | +52.4% | 0.00% | – |
| Q2 2019 | $43,000 | +7.5% | 786 | +5.8% | 0.00% | – |
| Q1 2019 | $40,000 | +25.0% | 743 | +21.0% | 0.00% | – |
| Q4 2018 | $32,000 | +3.2% | 614 | +2.5% | 0.00% | – |
| Q3 2018 | $31,000 | +14.8% | 599 | +17.5% | 0.00% | – |
| Q2 2018 | $27,000 | 0.0% | 510 | +0.4% | 0.00% | – |
| Q1 2018 | $27,000 | -3.6% | 508 | -3.4% | 0.00% | – |
| Q4 2017 | $28,000 | 0.0% | 526 | +0.4% | 0.00% | – |
| Q3 2017 | $28,000 | 0.0% | 524 | +0.4% | 0.00% | – |
| Q2 2017 | $28,000 | 0.0% | 522 | +0.4% | 0.00% | – |
| Q1 2017 | $28,000 | 0.0% | 520 | +0.4% | 0.00% | – |
| Q4 2016 | $28,000 | -3.4% | 518 | +0.2% | 0.00% | – |
| Q3 2016 | $29,000 | 0.0% | 517 | +0.4% | 0.00% | – |
| Q2 2016 | $29,000 | -25.6% | 515 | -27.2% | 0.00% | – |
| Q1 2016 | $39,000 | +2.6% | 707 | -0.4% | 0.00% | – |
| Q4 2015 | $38,000 | – | 710 | – | 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% |