SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,565 | -1.8% | 5,206 | +0.9% | 0.02% | 0.0% |
| Q2 2023 | $254,166 | -54.0% | 5,158 | -51.8% | 0.02% | -62.3% |
| Q2 2022 | $553,000 | -2.6% | 10,711 | +0.3% | 0.06% | +10.9% |
| Q1 2022 | $568,000 | -5.0% | 10,675 | +0.2% | 0.06% | +3.8% |
| Q4 2021 | $598,000 | -9.4% | 10,656 | -8.2% | 0.05% | -22.1% |
| Q3 2021 | $660,000 | +0.3% | 11,606 | +0.2% | 0.07% | 0.0% |
| Q2 2021 | $658,000 | +0.9% | 11,579 | +0.2% | 0.07% | -29.2% |
| Q1 2021 | $652,000 | -3.0% | 11,557 | +0.2% | 0.10% | -10.3% |
| Q4 2020 | $672,000 | – | 11,537 | – | 0.11% | – |
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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% |