SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,001 | -93.3% | 104 | -93.1% | 0.00% | -100.0% |
| Q2 2023 | $74,659 | -2.3% | 1,515 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $76,401 | -62.9% | 1,515 | -63.8% | 0.00% | -66.7% |
| Q4 2022 | $205,929 | +1484.1% | 4,183 | +1515.1% | 0.01% | +800.0% |
| Q2 2022 | $13,000 | -7.1% | 259 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | – | 259 | +12850.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 2 | -85.7% | 0.00% | – |
| Q2 2019 | $1,000 | -97.8% | 14 | -98.4% | 0.00% | -100.0% |
| Q1 2019 | $46,000 | +2.2% | 856 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $45,000 | +7.1% | 856 | +6.7% | 0.01% | +20.0% |
| Q3 2018 | $42,000 | +2.4% | 802 | +1.8% | 0.01% | -16.7% |
| Q2 2018 | $41,000 | 0.0% | 788 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $41,000 | -2.4% | 788 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $42,000 | 0.0% | 788 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $42,000 | -2.3% | 788 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $43,000 | -48.8% | 788 | -50.0% | 0.01% | 0.0% |
| Q1 2017 | $84,000 | +140.0% | 1,576 | +139.2% | 0.01% | 0.0% |
| Q4 2016 | $35,000 | – | 659 | – | 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% |