SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,195 | -63.8% | 11,289 | -62.0% | 0.00% | – |
| Q1 2023 | $1,496,309 | -17.7% | 29,671 | -19.6% | 0.00% | – |
| Q4 2022 | $1,817,325 | -36.6% | 36,915 | -36.7% | 0.00% | -100.0% |
| Q3 2022 | $2,867,000 | +316.1% | 58,335 | +336.7% | 0.00% | – |
| Q2 2022 | $689,000 | +157.1% | 13,359 | +181.4% | 0.00% | – |
| Q1 2021 | $268,000 | -23.6% | 4,747 | -20.7% | 0.00% | – |
| Q3 2020 | $351,000 | +0.9% | 5,986 | +1.2% | 0.00% | – |
| Q2 2020 | $348,000 | -87.4% | 5,917 | -87.4% | 0.00% | -100.0% |
| Q1 2020 | $2,760,000 | -18.3% | 46,951 | -22.8% | 0.00% | 0.0% |
| Q3 2019 | $3,380,000 | +7.3% | 60,836 | +6.1% | 0.00% | – |
| Q2 2019 | $3,150,000 | +71.2% | 57,333 | +67.5% | 0.00% | -100.0% |
| Q1 2019 | $1,840,000 | -8.6% | 34,222 | -10.0% | 0.00% | 0.0% |
| Q4 2018 | $2,014,000 | -22.4% | 38,038 | -24.1% | 0.00% | 0.0% |
| Q3 2018 | $2,595,000 | +270.2% | 50,112 | +275.9% | 0.00% | – |
| Q1 2018 | $701,000 | -58.9% | 13,332 | -58.3% | 0.00% | -100.0% |
| Q4 2017 | $1,704,000 | +50.4% | 31,965 | +52.2% | 0.00% | – |
| Q3 2017 | $1,133,000 | +16.0% | 21,008 | +16.1% | 0.00% | – |
| Q2 2017 | $977,000 | +61.8% | 18,097 | +60.7% | 0.00% | – |
| Q1 2017 | $604,000 | -61.3% | 11,260 | -61.5% | 0.00% | -100.0% |
| Q4 2016 | $1,562,000 | -39.3% | 29,278 | -36.8% | 0.00% | 0.0% |
| Q3 2016 | $2,573,000 | +305.8% | 46,309 | +308.6% | 0.00% | – |
| Q2 2016 | $634,000 | -88.6% | 11,333 | -89.1% | 0.00% | -100.0% |
| Q4 2015 | $5,565,000 | +1142.2% | 103,822 | +1158.9% | 0.00% | – |
| Q1 2015 | $448,000 | -89.6% | 8,247 | -89.8% | 0.00% | -100.0% |
| Q4 2014 | $4,318,000 | +1529.4% | 80,551 | +1507.5% | 0.00% | – |
| Q3 2014 | $265,000 | -77.6% | 5,011 | -77.9% | 0.00% | -100.0% |
| Q4 2013 | $1,182,000 | -86.3% | 22,691 | -86.1% | 0.00% | -80.0% |
| Q3 2013 | $8,603,000 | +1734.3% | 162,807 | +1729.7% | 0.01% | – |
| Q2 2013 | $469,000 | – | 8,898 | – | 0.00% | – |
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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% |