SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,111 | -56.0% | 64,884 | -54.8% | 0.15% | -52.4% |
| Q2 2023 | $7,070 | +8.9% | 143,458 | +11.4% | 0.31% | +16.7% |
| Q1 2023 | $6,493 | +630.4% | 128,757 | +613.0% | 0.26% | +484.4% |
| Q4 2022 | $889 | -100.0% | 18,059 | -98.0% | 0.04% | -98.1% |
| Q3 2022 | $44,045,000 | +1867.2% | 896,315 | +2170.0% | 2.36% | +2527.8% |
| Q3 2021 | $2,239,000 | +17.6% | 39,486 | +17.9% | 0.09% | -5.3% |
| Q2 2021 | $1,904,000 | -55.7% | 33,481 | -56.1% | 0.10% | -59.2% |
| Q1 2021 | $4,300,000 | +0.0% | 76,234 | +4.3% | 0.23% | -0.9% |
| Q1 2020 | $4,298,000 | +199.7% | 73,113 | +183.4% | 0.24% | +132.7% |
| Q3 2019 | $1,434,000 | +28.7% | 25,802 | +27.3% | 0.10% | +38.4% |
| Q2 2019 | $1,114,000 | -80.5% | 20,263 | -81.0% | 0.07% | -77.7% |
| Q1 2019 | $5,727,000 | -17.3% | 106,493 | -18.6% | 0.33% | -21.7% |
| Q4 2018 | $6,923,000 | +30.7% | 130,750 | +27.9% | 0.42% | -32.1% |
| Q3 2018 | $5,295,000 | – | 102,246 | – | 0.62% | – |
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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% |