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 | $3,962 | +14.6% | 82,652 | +17.9% | 0.94% | +16.8% |
| Q2 2023 | $3,456 | +21.2% | 70,128 | +24.0% | 0.80% | +15.4% |
| Q1 2023 | $2,851 | +6.7% | 56,537 | +4.2% | 0.70% | -1.0% |
| Q4 2022 | $2,672 | -99.9% | 54,269 | +19.3% | 0.70% | +4.8% |
| Q3 2022 | $2,235,000 | +49.6% | 45,479 | +57.0% | 0.67% | +52.8% |
| Q2 2022 | $1,494,000 | +67.1% | 28,960 | +72.5% | 0.44% | +68.8% |
| Q1 2022 | $894,000 | +17780.0% | 16,787 | +17950.5% | 0.26% | +12900.0% |
| Q4 2021 | $5,000 | 0.0% | 93 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $5,000 | -16.7% | 93 | -10.6% | 0.00% | -25.0% |
| Q2 2021 | $6,000 | 0.0% | 104 | -9.6% | 0.00% | -20.0% |
| Q1 2021 | $6,000 | -84.2% | 115 | -82.4% | 0.01% | -82.8% |
| Q4 2020 | $38,000 | 0.0% | 652 | +0.2% | 0.03% | -6.5% |
| Q3 2020 | $38,000 | +11.8% | 651 | +11.7% | 0.03% | +10.7% |
| Q2 2020 | $34,000 | +6.2% | 583 | +7.2% | 0.03% | -15.2% |
| Q1 2020 | $32,000 | +1500.0% | 544 | +1165.1% | 0.03% | +725.0% |
| Q4 2019 | $2,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $2,000 | – | 42 | – | 0.01% | – |
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% |