SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48 | -2.0% | 1 | 0.0% | 0.00% | – |
Q2 2023 | $49 | -99.9% | 1 | -99.9% | 0.00% | -100.0% |
Q1 2023 | $91,177 | +148.6% | 1,808 | +142.7% | 0.01% | +100.0% |
Q4 2022 | $36,676 | -99.3% | 745 | +746.6% | 0.01% | +400.0% |
Q1 2021 | $4,964,000 | +9828.0% | 88 | -90.2% | 0.00% | -87.5% |
Q4 2019 | $50,000 | – | 902 | – | 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% |