SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,925 | +2.4% | 10,407 | +5.3% | 0.02% | 0.0% |
| Q2 2023 | $487,104 | +5.0% | 9,884 | +7.5% | 0.02% | -3.8% |
| Q1 2023 | $463,857 | -11.0% | 9,198 | -13.1% | 0.03% | -21.2% |
| Q4 2022 | $520,995 | -7.0% | 10,583 | -7.1% | 0.03% | -23.3% |
| Q3 2022 | $560,000 | +17.2% | 11,390 | +22.9% | 0.04% | +2.4% |
| Q2 2022 | $478,000 | -3.0% | 9,268 | +0.1% | 0.04% | +13.5% |
| Q1 2022 | $493,000 | -6.8% | 9,262 | -1.7% | 0.04% | -5.1% |
| Q4 2021 | $529,000 | -1.3% | 9,419 | -0.3% | 0.04% | -11.4% |
| Q3 2021 | $536,000 | -14.9% | 9,450 | -14.7% | 0.04% | +10.0% |
| Q2 2021 | $630,000 | +4.1% | 11,074 | +3.3% | 0.04% | -9.1% |
| Q1 2021 | $605,000 | -5.0% | 10,719 | -2.0% | 0.04% | -17.0% |
| Q4 2020 | $637,000 | -2.0% | 10,942 | -1.2% | 0.05% | -18.5% |
| Q3 2020 | $650,000 | +6.0% | 11,074 | +6.1% | 0.06% | -22.6% |
| Q2 2020 | $613,000 | -1.0% | 10,435 | -0.9% | 0.08% | -5.6% |
| Q1 2020 | $619,000 | +1.3% | 10,526 | -5.4% | 0.09% | +23.6% |
| Q4 2019 | $611,000 | +1.2% | 11,131 | +2.3% | 0.07% | -12.2% |
| Q3 2019 | $604,000 | +44.8% | 10,876 | +43.4% | 0.08% | +34.4% |
| Q2 2019 | $417,000 | +3.2% | 7,586 | +1.1% | 0.06% | -9.0% |
| Q1 2019 | $404,000 | +4.4% | 7,507 | +2.6% | 0.07% | -9.5% |
| Q4 2018 | $387,000 | +10.9% | 7,315 | +8.5% | 0.07% | -1.3% |
| Q3 2018 | $349,000 | +49.8% | 6,741 | +51.4% | 0.08% | +25.0% |
| Q2 2018 | $233,000 | – | 4,451 | – | 0.06% | – |
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% |