SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,095 | +7.4% | 43,686 | +10.4% | 0.08% | +8.1% |
| Q2 2023 | $1,950 | +94.6% | 39,581 | +99.1% | 0.07% | +76.2% |
| Q1 2023 | $1,002 | +8.9% | 19,877 | +6.4% | 0.04% | +2.4% |
| Q4 2022 | $920 | -99.9% | 18,681 | +2.1% | 0.04% | -8.9% |
| Q3 2022 | $899,000 | -2.8% | 18,295 | +2.1% | 0.04% | 0.0% |
| Q2 2022 | $925,000 | -8.1% | 17,918 | -5.1% | 0.04% | 0.0% |
| Q1 2022 | $1,006,000 | +15.5% | 18,889 | +21.8% | 0.04% | +15.4% |
| Q4 2021 | $871,000 | +29.8% | 15,507 | +31.1% | 0.04% | +14.7% |
| Q3 2021 | $671,000 | +22.7% | 11,825 | +22.9% | 0.03% | +21.4% |
| Q2 2021 | $547,000 | -4.7% | 9,625 | -5.5% | 0.03% | -9.7% |
| Q1 2021 | $574,000 | +4.0% | 10,181 | +7.4% | 0.03% | -6.1% |
| Q4 2020 | $552,000 | +28.7% | 9,477 | +29.7% | 0.03% | +13.8% |
| Q3 2020 | $429,000 | +20.8% | 7,307 | +21.2% | 0.03% | +11.5% |
| Q2 2020 | $355,000 | +4.1% | 6,031 | +3.9% | 0.03% | -10.3% |
| Q1 2020 | $341,000 | -2.6% | 5,804 | -8.9% | 0.03% | +16.0% |
| Q4 2019 | $350,000 | +5.1% | 6,373 | +6.3% | 0.02% | -3.8% |
| Q3 2019 | $333,000 | +8.5% | 5,995 | +7.3% | 0.03% | 0.0% |
| Q2 2019 | $307,000 | +13.3% | 5,587 | +11.0% | 0.03% | +4.0% |
| Q1 2019 | $271,000 | +20.4% | 5,032 | +18.2% | 0.02% | +8.7% |
| Q4 2018 | $225,000 | +29.3% | 4,258 | +26.8% | 0.02% | +43.8% |
| Q3 2018 | $174,000 | +3.6% | 3,359 | +4.9% | 0.02% | -5.9% |
| Q2 2018 | $168,000 | +21.7% | 3,202 | +21.8% | 0.02% | +21.4% |
| Q1 2018 | $138,000 | +24.3% | 2,629 | +26.0% | 0.01% | +16.7% |
| Q4 2017 | $111,000 | +362.5% | 2,087 | +359.7% | 0.01% | +300.0% |
| Q3 2017 | $24,000 | – | 454 | – | 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% |