SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 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% | – |
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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% |