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 2022 | $6,938,000 | -8.0% | 141,180 | -3.4% | 4.75% | +3.8% |
| Q2 2022 | $7,543,000 | -8.5% | 146,176 | -5.6% | 4.58% | +7.1% |
| Q1 2022 | $8,244,000 | +11.6% | 154,819 | +17.6% | 4.28% | +23.4% |
| Q4 2021 | $7,390,000 | +2.3% | 131,633 | +3.4% | 3.46% | -6.4% |
| Q3 2021 | $7,223,000 | +31.7% | 127,363 | +32.1% | 3.70% | +29.7% |
| Q2 2021 | $5,484,000 | -2.8% | 96,427 | -3.6% | 2.85% | -9.1% |
| Q1 2021 | $5,643,000 | +2.7% | 100,029 | +6.0% | 3.14% | -2.2% |
| Q4 2020 | $5,496,000 | -3.8% | 94,407 | -3.1% | 3.21% | -11.6% |
| Q3 2020 | $5,714,000 | +23.4% | 97,382 | +23.6% | 3.63% | +9.4% |
| Q2 2020 | $4,630,000 | +18.1% | 78,769 | +18.1% | 3.32% | -6.8% |
| Q1 2020 | $3,919,000 | +27.7% | 66,677 | +19.4% | 3.56% | +62.2% |
| Q4 2019 | $3,068,000 | – | 55,847 | – | 2.19% | – |
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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% |