SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,196,000 | +0.8% | 21,098 | +1.1% | 0.17% | +1.2% |
| Q2 2021 | $1,187,000 | +0.7% | 20,873 | -0.2% | 0.17% | -6.7% |
| Q1 2021 | $1,179,000 | -6.1% | 20,909 | -3.0% | 0.18% | -11.3% |
| Q4 2020 | $1,256,000 | -0.7% | 21,566 | 0.0% | 0.20% | -12.1% |
| Q3 2020 | $1,265,000 | +3.9% | 21,566 | +4.1% | 0.23% | -5.3% |
| Q2 2020 | $1,218,000 | -0.5% | 20,716 | -0.5% | 0.24% | -17.8% |
| Q1 2020 | $1,224,000 | +7.8% | 20,816 | +0.7% | 0.30% | +44.2% |
| Q4 2019 | $1,135,000 | +1.2% | 20,668 | +2.5% | 0.21% | -6.4% |
| Q3 2019 | $1,121,000 | +1.2% | 20,168 | 0.0% | 0.22% | -1.3% |
| Q2 2019 | $1,108,000 | +2.2% | 20,168 | +0.0% | 0.22% | -0.4% |
| Q1 2019 | $1,084,000 | -1.7% | 20,161 | -3.3% | 0.22% | -12.2% |
| Q4 2018 | $1,103,000 | -21.2% | 20,840 | -22.9% | 0.26% | -10.8% |
| Q3 2018 | $1,400,000 | -3.3% | 27,040 | -2.2% | 0.29% | -3.4% |
| Q2 2018 | $1,448,000 | -0.5% | 27,661 | 0.0% | 0.30% | -4.5% |
| Q1 2018 | $1,455,000 | -0.3% | 27,661 | +1.0% | 0.31% | +1.6% |
| Q4 2017 | $1,460,000 | -6.2% | 27,379 | -5.1% | 0.30% | -11.1% |
| Q3 2017 | $1,556,000 | -11.3% | 28,849 | -11.2% | 0.34% | -13.4% |
| Q2 2017 | $1,754,000 | +2.3% | 32,504 | +1.7% | 0.40% | -3.9% |
| Q1 2017 | $1,714,000 | -4.1% | 31,964 | -4.6% | 0.41% | -13.8% |
| Q4 2016 | $1,788,000 | +4.2% | 33,515 | +8.5% | 0.48% | +2.6% |
| Q3 2016 | $1,716,000 | +8.4% | 30,890 | +9.2% | 0.47% | +5.9% |
| Q2 2016 | $1,583,000 | – | 28,290 | – | 0.44% | – |
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% |