SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,484 | -2.7% | 469 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,112 | -2.3% | 469 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $23,652 | +6.5% | 469 | +4.0% | 0.01% | 0.0% |
| Q4 2022 | $22,203 | +0.9% | 451 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $22,000 | -4.3% | 451 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -51.1% | 451 | -49.0% | 0.01% | -46.2% |
| Q1 2022 | $47,000 | -6.0% | 885 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $50,000 | 0.0% | 885 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $50,000 | +4.2% | 885 | +4.2% | 0.02% | 0.0% |
| Q2 2021 | $48,000 | +20.0% | 849 | +20.8% | 0.02% | +13.3% |
| Q1 2021 | $40,000 | +21.2% | 703 | +25.3% | 0.02% | +15.4% |
| Q4 2020 | $33,000 | +57.1% | 561 | +54.5% | 0.01% | +30.0% |
| Q3 2020 | $21,000 | – | 363 | – | 0.01% | – |
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% |