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 | $301,111 | -2.7% | 6,281 | 0.0% | 0.20% | +12.5% |
| Q2 2023 | $309,528 | -6.7% | 6,281 | -4.6% | 0.18% | -13.3% |
| Q1 2023 | $331,880 | +2.4% | 6,581 | 0.0% | 0.20% | -11.7% |
| Q4 2022 | $323,983 | -18.0% | 6,581 | -18.1% | 0.23% | -30.1% |
| Q3 2022 | $395,000 | -4.6% | 8,031 | 0.0% | 0.33% | +0.9% |
| Q2 2022 | $414,000 | -6.3% | 8,031 | -3.3% | 0.33% | +12.4% |
| Q1 2022 | $442,000 | -2.2% | 8,306 | +3.1% | 0.29% | +1.0% |
| Q4 2021 | $452,000 | +3.7% | 8,056 | +4.9% | 0.29% | -3.0% |
| Q3 2021 | $436,000 | +17.8% | 7,681 | +18.1% | 0.30% | +24.9% |
| Q2 2021 | $370,000 | +7.2% | 6,506 | +6.5% | 0.24% | +12.3% |
| Q1 2021 | $345,000 | +67.5% | 6,111 | +62.7% | 0.21% | +44.5% |
| Q4 2019 | $206,000 | -53.4% | 3,757 | -53.3% | 0.15% | -57.8% |
| Q2 2019 | $442,000 | +2.1% | 8,047 | 0.0% | 0.35% | -2.8% |
| Q1 2019 | $433,000 | +24.8% | 8,047 | +20.2% | 0.36% | +28.5% |
| Q4 2018 | $347,000 | 0.0% | 6,697 | 0.0% | 0.28% | +0.4% |
| Q3 2018 | $347,000 | +0.6% | 6,697 | +1.5% | 0.28% | -10.1% |
| Q2 2018 | $345,000 | – | 6,597 | – | 0.31% | – |
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% |