SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
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% | – |
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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% |