SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,143 | -35.5% | 10,683 | -33.6% | 0.00% | – |
| Q2 2023 | $793,408 | -54.4% | 16,100 | -53.3% | 0.00% | – |
| Q1 2023 | $1,739,835 | +22.4% | 34,500 | +19.2% | 0.00% | – |
| Q3 2022 | $1,422,000 | +29.0% | 28,932 | +35.5% | 0.00% | – |
| Q2 2022 | $1,102,000 | +333.9% | 21,349 | +347.9% | 0.00% | – |
| Q1 2022 | $254,000 | -79.2% | 4,766 | -77.9% | 0.00% | – |
| Q3 2021 | $1,223,000 | -18.0% | 21,570 | -17.7% | 0.00% | – |
| Q2 2021 | $1,491,000 | -56.1% | 26,215 | -56.5% | 0.00% | -100.0% |
| Q1 2021 | $3,399,000 | +155.8% | 60,262 | +164.1% | 0.00% | – |
| Q4 2020 | $1,329,000 | -13.9% | 22,820 | -13.3% | 0.00% | – |
| Q3 2020 | $1,544,000 | -60.4% | 26,316 | -60.4% | 0.00% | -100.0% |
| Q2 2020 | $3,903,000 | +237.0% | 66,395 | +218.5% | 0.00% | 0.0% |
| Q3 2019 | $1,158,000 | -41.4% | 20,848 | -42.0% | 0.00% | 0.0% |
| Q2 2019 | $1,975,000 | +22.4% | 35,939 | +19.8% | 0.00% | 0.0% |
| Q1 2019 | $1,614,000 | +637.0% | 30,010 | +609.5% | 0.00% | – |
| Q3 2018 | $219,000 | -76.4% | 4,230 | -76.1% | 0.00% | – |
| Q2 2018 | $928,000 | +146.2% | 17,732 | +150.6% | 0.00% | – |
| Q4 2017 | $377,000 | -0.8% | 7,075 | +0.5% | 0.00% | – |
| Q3 2017 | $380,000 | -24.3% | 7,040 | -24.3% | 0.00% | – |
| Q2 2017 | $502,000 | -50.7% | 9,303 | -51.1% | 0.00% | -100.0% |
| Q1 2017 | $1,019,000 | +239.7% | 19,015 | +238.5% | 0.00% | – |
| Q4 2016 | $300,000 | -24.2% | 5,618 | -21.2% | 0.00% | – |
| Q3 2016 | $396,000 | – | 7,129 | – | 0.00% | – |
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% |