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 | $30,842 | -2.5% | 643 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $31,646 | -2.1% | 642 | +0.2% | 0.00% | -25.0% |
| Q1 2023 | $32,330 | -33.7% | 641 | -35.3% | 0.00% | -33.3% |
| Q4 2022 | $48,756 | -64.2% | 990 | -64.3% | 0.01% | -66.7% |
| Q3 2022 | $136,000 | -2.9% | 2,774 | +2.1% | 0.02% | +5.9% |
| Q2 2022 | $140,000 | -6.0% | 2,718 | -2.6% | 0.02% | +6.2% |
| Q1 2022 | $149,000 | -5.1% | 2,791 | 0.0% | 0.02% | -15.8% |
| Q4 2021 | $157,000 | -0.6% | 2,791 | +0.0% | 0.02% | -5.0% |
| Q3 2021 | $158,000 | -26.5% | 2,790 | -26.3% | 0.02% | -25.9% |
| Q2 2021 | $215,000 | -15.0% | 3,787 | -15.5% | 0.03% | -25.0% |
| Q1 2021 | $253,000 | -78.4% | 4,481 | -77.8% | 0.04% | -79.3% |
| Q4 2020 | $1,173,000 | -4.5% | 20,155 | -3.7% | 0.17% | -24.7% |
| Q3 2020 | $1,228,000 | -0.5% | 20,925 | -0.3% | 0.23% | -7.6% |
| Q2 2020 | $1,234,000 | -30.0% | 20,990 | -30.1% | 0.25% | -42.0% |
| Q1 2020 | $1,764,000 | +77.8% | 30,016 | +66.3% | 0.43% | +62.6% |
| Q4 2019 | $992,000 | +195.2% | 18,052 | +198.9% | 0.26% | +181.9% |
| Q3 2019 | $336,000 | +1.5% | 6,039 | +0.1% | 0.09% | -6.9% |
| Q2 2019 | $331,000 | +6.1% | 6,030 | +4.0% | 0.10% | -12.9% |
| Q1 2019 | $312,000 | +1055.6% | 5,796 | +1043.2% | 0.12% | +866.7% |
| Q4 2018 | $27,000 | – | 507 | – | 0.01% | – |
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% |