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 | $1,191,889 | -60.9% | 24,862 | -59.8% | 0.00% | -62.5% |
| Q2 2023 | $3,048,579 | +9.5% | 61,862 | +12.0% | 0.01% | +14.3% |
| Q1 2023 | $2,784,566 | +180.7% | 55,216 | +174.1% | 0.01% | +133.3% |
| Q4 2022 | $991,859 | -96.2% | 20,147 | -96.2% | 0.00% | -96.5% |
| Q3 2022 | $26,325,000 | -12.4% | 535,728 | -8.0% | 0.09% | -6.5% |
| Q2 2022 | $30,041,000 | -9.0% | 582,206 | -6.1% | 0.09% | +4.5% |
| Q1 2022 | $33,017,000 | -11.5% | 620,046 | -6.7% | 0.09% | -11.1% |
| Q4 2021 | $37,322,000 | +0.9% | 664,805 | +1.9% | 0.10% | -9.2% |
| Q3 2021 | $37,005,000 | -6.6% | 652,531 | -6.3% | 0.11% | -5.2% |
| Q2 2021 | $39,600,000 | +0.6% | 696,332 | -0.2% | 0.12% | -6.5% |
| Q1 2021 | $39,373,000 | +11.6% | 697,973 | +15.1% | 0.12% | +2.5% |
| Q4 2020 | $35,295,000 | +15.2% | 606,240 | +16.1% | 0.12% | -1.6% |
| Q3 2020 | $30,640,000 | +18.1% | 522,155 | +18.3% | 0.12% | +8.0% |
| Q2 2020 | $25,935,000 | +118.9% | 441,230 | +118.9% | 0.11% | +76.6% |
| Q1 2020 | $11,848,000 | +14.8% | 201,567 | +7.3% | 0.06% | +28.0% |
| Q4 2019 | $10,323,000 | +9.9% | 187,927 | +11.2% | 0.05% | -2.0% |
| Q3 2019 | $9,393,000 | +158.3% | 169,055 | +155.5% | 0.05% | +142.9% |
| Q2 2019 | $3,637,000 | +20.2% | 66,167 | +17.6% | 0.02% | +23.5% |
| Q1 2019 | $3,027,000 | -83.4% | 56,276 | -85.2% | 0.02% | -86.5% |
| Q4 2018 | $18,282,000 | +1282.9% | 381,429 | +1394.6% | 0.13% | +404.0% |
| Q3 2018 | $1,322,000 | +49.7% | 25,521 | +51.2% | 0.02% | +19.0% |
| Q2 2018 | $883,000 | +54.6% | 16,878 | +55.5% | 0.02% | +23.5% |
| Q1 2018 | $571,000 | +25.8% | 10,852 | +27.4% | 0.02% | +30.8% |
| Q4 2017 | $454,000 | -72.6% | 8,516 | -72.3% | 0.01% | -76.4% |
| Q3 2017 | $1,655,000 | – | 30,700 | – | 0.06% | – |
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% |