SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,297,306 | +18.3% | 27,061 | +21.6% | 0.51% | +21.9% |
| Q2 2023 | $1,096,347 | -10.0% | 22,247 | -7.9% | 0.42% | -13.4% |
| Q1 2023 | $1,217,541 | -29.4% | 24,143 | -31.1% | 0.48% | -34.2% |
| Q4 2022 | $1,724,190 | -24.5% | 35,023 | -24.7% | 0.73% | -30.0% |
| Q3 2022 | $2,284,000 | -8.7% | 46,485 | -4.1% | 1.04% | -3.1% |
| Q2 2022 | $2,502,000 | +7.1% | 48,494 | +10.5% | 1.07% | +23.3% |
| Q1 2022 | $2,337,000 | +53.0% | 43,905 | +61.3% | 0.87% | +57.9% |
| Q4 2021 | $1,527,000 | +57.6% | 27,215 | +59.2% | 0.55% | +45.8% |
| Q3 2021 | $969,000 | +10.0% | 17,091 | +10.2% | 0.38% | +14.9% |
| Q2 2021 | $881,000 | -4.8% | 15,508 | -5.4% | 0.33% | -9.6% |
| Q1 2021 | $925,000 | -47.0% | 16,400 | -45.3% | 0.36% | -47.8% |
| Q4 2020 | $1,746,000 | -42.1% | 30,005 | -41.6% | 0.70% | -42.4% |
| Q3 2020 | $3,016,000 | +24.1% | 51,411 | +24.3% | 1.21% | +14.7% |
| Q2 2020 | $2,430,000 | 0.0% | 41,348 | -0.0% | 1.06% | -13.9% |
| Q1 2020 | $2,430,000 | +7.2% | 41,352 | +0.2% | 1.23% | +22.8% |
| Q4 2019 | $2,266,000 | -5.1% | 41,256 | -4.0% | 1.00% | -10.3% |
| Q3 2019 | $2,388,000 | -21.7% | 42,980 | -22.6% | 1.11% | -17.8% |
| Q2 2019 | $3,051,000 | +16.5% | 55,516 | +13.9% | 1.35% | +20.9% |
| Q1 2019 | $2,620,000 | +19.7% | 48,726 | +17.9% | 1.12% | +2.7% |
| Q4 2018 | $2,189,000 | +269.8% | 41,341 | +261.5% | 1.09% | +317.2% |
| Q3 2018 | $592,000 | – | 11,436 | – | 0.26% | – |
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% |