SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,293 | +3.8% | 26 | 0.0% | 0.00% | – |
| Q3 2023 | $1,246 | -2.7% | 26 | 0.0% | 0.00% | – |
| Q2 2023 | $1,281 | -2.3% | 26 | 0.0% | 0.00% | – |
| Q1 2023 | $1,311 | +2.4% | 26 | 0.0% | 0.00% | – |
| Q4 2022 | $1,280 | +0.2% | 26 | 0.0% | 0.00% | – |
| Q3 2022 | $1,278 | -4.8% | 26 | 0.0% | 0.00% | – |
| Q2 2022 | $1,342 | +9.6% | 26 | +13.0% | 0.00% | – |
| Q1 2022 | $1,225 | -5.1% | 23 | 0.0% | 0.00% | – |
| Q4 2021 | $1,291 | -1.0% | 23 | 0.0% | 0.00% | – |
| Q3 2021 | $1,304 | -0.3% | 23 | 0.0% | 0.00% | – |
| Q2 2021 | $1,308 | +0.8% | 23 | 0.0% | 0.00% | – |
| Q1 2021 | $1,297 | -3.1% | 23 | 0.0% | 0.00% | – |
| Q4 2020 | $1,339 | -0.8% | 23 | 0.0% | 0.00% | – |
| Q3 2020 | $1,350 | -0.1% | 23 | 0.0% | 0.00% | – |
| Q2 2020 | $1,352 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2020 | $1,352 | +7.0% | 23 | 0.0% | 0.00% | – |
| Q4 2019 | $1,263 | -1.2% | 23 | 0.0% | 0.00% | – |
| Q3 2019 | $1,278 | +1.1% | 23 | 0.0% | 0.00% | – |
| Q2 2019 | $1,264 | +2.2% | 23 | 0.0% | 0.00% | – |
| Q1 2019 | $1,237 | +1.6% | 23 | 0.0% | 0.00% | – |
| Q4 2018 | $1,218 | +2.3% | 23 | 0.0% | 0.00% | – |
| Q3 2018 | $1,191 | -1.1% | 23 | 0.0% | 0.00% | – |
| Q2 2018 | $1,204 | +186.0% | 23 | +187.5% | 0.00% | – |
| Q1 2018 | $421 | -1.4% | 8 | 0.0% | 0.00% | – |
| Q4 2017 | $427 | -0.9% | 8 | 0.0% | 0.00% | – |
| Q3 2017 | $431 | – | 8 | – | 0.00% | – |
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% |