SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $382 | +120.8% | 7,683 | +112.6% | 0.01% | +100.0% |
| Q3 2023 | $173 | -2.3% | 3,614 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $177 | +190.2% | 3,584 | +194.3% | 0.00% | +200.0% |
| Q1 2023 | $61 | +1.7% | 1,218 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $60 | -99.8% | 1,218 | +49.6% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 814 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -2.3% | 814 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $43,000 | -6.5% | 814 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | 0.0% | 814 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +1433.3% | 814 | +1407.4% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | -93.9% | 54 | -94.0% | 0.00% | -100.0% |
| Q1 2015 | $49,000 | +2.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $48,000 | +2.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $47,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $47,000 | -2.1% | 900 | 0.0% | 0.00% | -33.3% |
| Q3 2013 | $48,000 | +2.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $47,000 | – | 900 | – | 0.00% | – |
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% |