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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $12,925,000 | -41.3% | 242,715 | -38.1% | 0.46% | -37.8% |
| Q4 2021 | $22,011,000 | +59.7% | 392,107 | +61.3% | 0.74% | +60.3% |
| Q3 2021 | $13,782,000 | +70.0% | 243,031 | +70.5% | 0.46% | +67.5% |
| Q2 2021 | $8,106,000 | +65.6% | 142,536 | +64.3% | 0.27% | +58.4% |
| Q1 2021 | $4,894,000 | -53.1% | 86,772 | -51.6% | 0.17% | -54.9% |
| Q4 2020 | $10,429,000 | +12.7% | 179,150 | +13.6% | 0.38% | +1.1% |
| Q3 2020 | $9,251,000 | -47.6% | 157,659 | -47.5% | 0.38% | -52.0% |
| Q2 2020 | $17,663,000 | +5887.5% | 300,486 | +5881.0% | 0.79% | +5557.1% |
| Q1 2020 | $295,000 | -84.0% | 5,024 | -85.1% | 0.01% | -78.8% |
| Q4 2019 | $1,846,000 | -82.1% | 33,618 | -81.9% | 0.07% | -82.1% |
| Q3 2019 | $10,315,000 | -46.2% | 185,647 | -46.7% | 0.37% | -37.4% |
| Q2 2019 | $19,156,000 | +64.5% | 348,530 | +61.0% | 0.59% | +72.9% |
| Q1 2019 | $11,642,000 | -60.3% | 216,480 | -60.9% | 0.34% | -58.5% |
| Q4 2018 | $29,345,000 | +219.0% | 554,193 | +212.0% | 0.82% | +175.2% |
| Q3 2018 | $9,200,000 | +115.3% | 177,641 | +117.5% | 0.30% | +125.8% |
| Q2 2018 | $4,274,000 | +5.4% | 81,676 | +5.9% | 0.13% | +1.5% |
| Q1 2018 | $4,055,000 | +285.5% | 77,105 | +295.5% | 0.13% | +154.9% |
| Q2 2017 | $1,052,000 | +314.2% | 19,498 | +312.3% | 0.05% | +292.3% |
| Q1 2017 | $254,000 | -97.0% | 4,729 | -97.0% | 0.01% | -96.9% |
| Q4 2016 | $8,372,000 | – | 156,935 | – | 0.42% | – |
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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% |