SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 1 | -50.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 2 | +100.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 1 | -66.7% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 3 | +200.0% | 0.00% | – |
| Q1 2015 | $1,000 | -80.0% | 1 | -98.9% | 0.00% | – |
| Q4 2014 | $5,000 | -99.5% | 94 | -99.5% | 0.00% | -100.0% |
| Q1 2014 | $1,038,000 | +78.4% | 19,738 | +76.7% | 0.10% | +63.5% |
| Q4 2013 | $582,000 | +23.0% | 11,170 | +25.0% | 0.06% | +3.3% |
| Q3 2013 | $473,000 | +7.0% | 8,938 | +6.7% | 0.06% | -15.3% |
| Q2 2013 | $442,000 | – | 8,377 | – | 0.07% | – |
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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% |