SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,176 | +12.0% | 2,841 | +15.2% | 0.01% | +8.3% |
| Q2 2023 | $121,580 | -0.3% | 2,467 | +2.1% | 0.01% | -7.7% |
| Q1 2023 | $121,906 | -35.4% | 2,417 | -36.9% | 0.01% | -43.5% |
| Q4 2022 | $188,710 | +10.4% | 3,833 | +9.9% | 0.02% | -4.2% |
| Q3 2022 | $171,000 | -11.4% | 3,488 | -7.0% | 0.02% | -27.3% |
| Q2 2022 | $193,000 | +9.0% | 3,749 | +12.6% | 0.03% | +17.9% |
| Q1 2022 | $177,000 | -4.3% | 3,329 | +0.9% | 0.03% | -3.4% |
| Q4 2021 | $185,000 | +5.7% | 3,299 | +7.0% | 0.03% | -17.1% |
| Q3 2021 | $175,000 | +28.7% | 3,083 | +28.6% | 0.04% | +9.4% |
| Q2 2021 | $136,000 | -8.1% | 2,398 | -8.4% | 0.03% | -27.3% |
| Q1 2021 | $148,000 | -1.3% | 2,619 | +1.8% | 0.04% | -13.7% |
| Q4 2020 | $150,000 | +12.8% | 2,572 | +13.4% | 0.05% | -7.3% |
| Q3 2020 | $133,000 | +7.3% | 2,269 | +7.3% | 0.06% | -6.8% |
| Q2 2020 | $124,000 | +0.8% | 2,114 | +0.8% | 0.06% | -23.4% |
| Q1 2020 | $123,000 | -5.4% | 2,097 | -11.6% | 0.08% | +2.7% |
| Q4 2019 | $130,000 | -4.4% | 2,372 | -2.8% | 0.08% | -15.7% |
| Q3 2019 | $136,000 | -15.5% | 2,441 | -16.8% | 0.09% | -25.8% |
| Q2 2019 | $161,000 | +0.6% | 2,935 | -1.1% | 0.12% | -5.5% |
| Q1 2019 | $160,000 | +21.2% | 2,968 | +19.3% | 0.13% | +4.1% |
| Q4 2018 | $132,000 | -35.0% | 2,488 | -35.6% | 0.12% | -48.7% |
| Q1 2018 | $203,000 | -52.9% | 3,866 | -52.2% | 0.24% | -34.3% |
| Q4 2017 | $431,000 | – | 8,082 | – | 0.36% | – |
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% |