SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $322,000 | +15.4% | 5,475 | +7.9% | 0.12% | +33.7% |
Q4 2019 | $279,000 | +28.0% | 5,072 | +29.3% | 0.09% | +17.8% |
Q3 2019 | $218,000 | +0.9% | 3,924 | 0.0% | 0.07% | +1.4% |
Q2 2019 | $216,000 | -0.9% | 3,924 | -3.0% | 0.07% | -4.0% |
Q1 2019 | $218,000 | +1.9% | 4,047 | 0.0% | 0.08% | -14.8% |
Q4 2018 | $214,000 | – | 4,047 | – | 0.09% | – |
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% |