SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $323,965 | -74.1% | 6,424 | -74.7% | 0.07% | -76.3% |
Q4 2022 | $1,251,725 | -7.3% | 25,426 | -7.6% | 0.28% | -7.0% |
Q3 2022 | $1,351,000 | -10.3% | 27,511 | -5.8% | 0.30% | -4.8% |
Q2 2022 | $1,506,000 | +0.3% | 29,190 | +12.6% | 0.32% | -27.4% |
Q4 2020 | $1,501,000 | +10.9% | 25,935 | +12.0% | 0.43% | -4.4% |
Q3 2020 | $1,353,000 | +41.8% | 23,165 | +41.8% | 0.45% | +9.1% |
Q1 2020 | $954,000 | -1.4% | 16,332 | -7.4% | 0.42% | +23.4% |
Q4 2019 | $968,000 | +8.3% | 17,630 | +9.5% | 0.34% | +0.6% |
Q3 2019 | $894,000 | -12.7% | 16,099 | -13.6% | 0.34% | -14.1% |
Q2 2019 | $1,024,000 | +4.3% | 18,643 | +2.1% | 0.39% | +2.9% |
Q1 2019 | $982,000 | +5.8% | 18,262 | +4.2% | 0.38% | -6.4% |
Q4 2018 | $928,000 | – | 17,521 | – | 0.40% | – |
Download |
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% |