SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,036,519 | -2.0% | 84,199 | +0.8% | 0.52% | +0.8% |
| Q2 2023 | $4,118,329 | -2.7% | 83,570 | -0.4% | 0.52% | -9.2% |
| Q1 2023 | $4,230,756 | +2.0% | 83,894 | -0.4% | 0.57% | -3.7% |
| Q4 2022 | $4,147,781 | -3.9% | 84,253 | -4.0% | 0.60% | -9.2% |
| Q3 2022 | $4,314,000 | +35.6% | 87,788 | +42.4% | 0.66% | +63.8% |
| Q2 2022 | $3,181,000 | -7.7% | 61,649 | -4.8% | 0.40% | +1.0% |
| Q1 2022 | $3,448,000 | -5.5% | 64,754 | -0.3% | 0.40% | -1.0% |
| Q4 2021 | $3,647,000 | -3.0% | 64,958 | -2.0% | 0.40% | -11.7% |
| Q3 2021 | $3,759,000 | -4.8% | 66,285 | -4.5% | 0.45% | -4.8% |
| Q2 2021 | $3,949,000 | +3.6% | 69,444 | +2.8% | 0.48% | -5.7% |
| Q1 2021 | $3,811,000 | +1.0% | 67,554 | +4.2% | 0.50% | -4.9% |
| Q4 2020 | $3,774,000 | +0.7% | 64,823 | +1.5% | 0.53% | -11.5% |
| Q3 2020 | $3,746,000 | -2.7% | 63,846 | -2.5% | 0.60% | -9.8% |
| Q2 2020 | $3,849,000 | +0.3% | 65,480 | +0.3% | 0.66% | -19.4% |
| Q1 2020 | $3,837,000 | +5.4% | 65,274 | -1.5% | 0.82% | +35.2% |
| Q4 2019 | $3,641,000 | -1.4% | 66,283 | -0.3% | 0.61% | -11.7% |
| Q3 2019 | $3,692,000 | -5.7% | 66,450 | -6.7% | 0.69% | -13.3% |
| Q2 2019 | $3,915,000 | +9.5% | 71,232 | +7.1% | 0.80% | +30.0% |
| Q1 2019 | $3,576,000 | +6.6% | 66,489 | +5.0% | 0.61% | -11.3% |
| Q4 2018 | $3,354,000 | +1.7% | 63,349 | -0.5% | 0.69% | +23.8% |
| Q3 2018 | $3,299,000 | -3.8% | 63,691 | -2.8% | 0.56% | -9.7% |
| Q2 2018 | $3,429,000 | -5.9% | 65,517 | -5.5% | 0.62% | -7.5% |
| Q1 2018 | $3,645,000 | -1.5% | 69,302 | -0.1% | 0.67% | -1.2% |
| Q4 2017 | $3,699,000 | – | 69,376 | – | 0.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 774,345 | $43,913,000 | 25.92% |
| Your Advocates Ltd., LLP | 645,574 | $36,611,000 | 23.72% |
| HC Advisors, LLC | 361,604 | $20,507,000 | 13.46% |
| BerganKDV Wealth Management, LLC | 1,162,340 | $65,916,000 | 7.47% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 154,824 | $8,780,000 | 5.16% |
| Tradewinds Capital Management, LLC | 495,462 | $28,098,000 | 4.77% |
| Morningstar Investment Management LLC | 463,718 | $26,297,000 | 4.45% |
| STERLING INVESTMENT MANAGEMENT, LLC | 112,498 | $6,380,000 | 4.07% |
| Beacon Wealthcare LLC | 138,415 | $7,850,000 | 3.79% |
| Seascape Capital Management | 127,363 | $7,223,000 | 3.70% |