SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,128,481 | +2.3% | 169,555 | +5.2% | 3.00% | +4.8% |
| Q2 2023 | $7,946,195 | -0.3% | 161,246 | +2.0% | 2.87% | -3.4% |
| Q1 2023 | $7,968,714 | +101025.8% | 158,015 | -1.3% | 2.97% | -20.6% |
| Q4 2022 | $7,880 | -99.9% | 160,061 | -3.9% | 3.74% | -1.5% |
| Q3 2022 | $8,187,000 | -6.5% | 166,612 | +10.7% | 3.79% | -2.8% |
| Q4 2020 | $8,760,000 | +12.0% | 150,460 | +12.9% | 3.90% | -0.4% |
| Q3 2020 | $7,824,000 | +9.6% | 133,325 | +9.8% | 3.92% | -23.2% |
| Q1 2020 | $7,136,000 | -8.9% | 121,408 | -14.4% | 5.10% | +10.0% |
| Q3 2019 | $7,833,000 | +4.6% | 141,910 | +4.1% | 4.64% | -2.5% |
| Q2 2019 | $7,485,000 | +4.8% | 136,321 | +1.0% | 4.75% | -12.2% |
| Q4 2018 | $7,145,000 | +3.9% | 134,934 | +1.7% | 5.41% | +24.0% |
| Q3 2018 | $6,875,000 | -3.4% | 132,739 | -2.4% | 4.36% | -12.7% |
| Q2 2018 | $7,117,000 | -4.1% | 136,010 | -3.8% | 5.00% | -8.5% |
| Q1 2018 | $7,425,000 | +1.8% | 141,324 | +3.3% | 5.47% | -0.2% |
| Q4 2017 | $7,294,000 | – | 136,791 | – | 5.48% | – |
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% |