SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,991,172 | +209.5% | 250,129 | +218.1% | 0.10% | +212.1% |
| Q2 2023 | $3,874,678 | -1.3% | 78,626 | +1.0% | 0.03% | -15.4% |
| Q1 2023 | $3,924,965 | -4.9% | 77,830 | -7.2% | 0.04% | -15.2% |
| Q4 2022 | $4,127,500 | +87.4% | 83,841 | +87.1% | 0.05% | +64.3% |
| Q3 2022 | $2,202,000 | +151.9% | 44,805 | +164.6% | 0.03% | +133.3% |
| Q2 2022 | $874,000 | +51.2% | 16,936 | +55.9% | 0.01% | +71.4% |
| Q1 2022 | $578,000 | -19.4% | 10,863 | -14.9% | 0.01% | -30.0% |
| Q4 2021 | $717,000 | +12.0% | 12,763 | +13.1% | 0.01% | -9.1% |
| Q3 2021 | $640,000 | – | 11,285 | +187983.3% | 0.01% | – |
| Q2 2021 | $0 | – | 6 | +500.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.0% | 0.00% | – |
| Q2 2018 | $5,000 | – | 104 | +10300.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 1 | – | 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% |