SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $969,682 | +34.3% | 20,227 | +38.1% | 0.78% | +32.5% |
| Q2 2023 | $721,804 | +0.4% | 14,647 | +2.7% | 0.59% | -4.5% |
| Q1 2023 | $719,081 | +31.4% | 14,259 | +28.3% | 0.62% | +30.2% |
| Q4 2022 | $547,290 | -11.4% | 11,117 | -11.6% | 0.47% | -14.0% |
| Q3 2022 | $618,000 | -11.0% | 12,578 | -6.5% | 0.55% | +2.8% |
| Q2 2022 | $694,000 | -8.8% | 13,452 | -5.8% | 0.54% | +10.3% |
| Q1 2022 | $761,000 | -99.9% | 14,287 | -16.4% | 0.48% | -16.8% |
| Q4 2021 | $959,938,000 | +94196.5% | 17,099 | -4.7% | 0.58% | -13.0% |
| Q3 2021 | $1,018,000 | +98.4% | 17,943 | +99.0% | 0.67% | +80.1% |
| Q2 2021 | $513,000 | – | 9,016 | – | 0.37% | – |
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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% |