SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,361,000 | -48.5% | 23,997 | -48.4% | 0.17% | -45.7% |
| Q2 2021 | $2,642,000 | +0.5% | 46,470 | -0.3% | 0.31% | -8.2% |
| Q1 2021 | $2,628,000 | -6.7% | 46,594 | -3.7% | 0.34% | -14.5% |
| Q4 2020 | $2,816,000 | +34.4% | 48,360 | +35.4% | 0.40% | +31.7% |
| Q3 2020 | $2,095,000 | +3.3% | 35,709 | +3.5% | 0.30% | -7.9% |
| Q2 2020 | $2,028,000 | +23.7% | 34,503 | +23.8% | 0.33% | +113.6% |
| Q1 2020 | $1,639,000 | +49.8% | 27,877 | +40.0% | 0.15% | -7.2% |
| Q4 2019 | $1,094,000 | – | 19,913 | – | 0.17% | – |
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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% |