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 | $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 ↓ |
|---|---|---|---|
| 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% |