SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,954 | -9.5% | 15,435 | -6.9% | 0.31% | -9.4% |
| Q2 2023 | $817,358 | +77892.2% | 16,586 | -20.2% | 0.34% | -28.9% |
| Q1 2023 | $1,048 | -21.7% | 20,775 | -23.6% | 0.48% | -26.3% |
| Q4 2022 | $1,339 | -99.9% | 27,206 | +28.1% | 0.65% | -22.3% |
| Q3 2022 | $1,043,000 | +1.7% | 21,233 | +6.8% | 0.84% | +96.5% |
| Q2 2022 | $1,026,000 | +271.7% | 19,889 | +284.0% | 0.42% | +297.2% |
| Q1 2022 | $276,000 | +15.5% | 5,180 | +21.6% | 0.11% | +2.9% |
| Q4 2021 | $239,000 | -14.9% | 4,260 | -14.1% | 0.10% | -19.4% |
| Q3 2021 | $281,000 | -4.7% | 4,957 | -4.5% | 0.13% | -9.2% |
| Q2 2021 | $295,000 | +13.0% | 5,193 | +12.4% | 0.14% | +20.3% |
| Q1 2021 | $261,000 | -5.1% | 4,620 | -2.2% | 0.12% | -6.3% |
| Q4 2020 | $275,000 | +35.5% | 4,724 | +36.8% | 0.13% | +10.5% |
| Q3 2020 | $203,000 | +18.7% | 3,454 | +18.8% | 0.11% | +7.5% |
| Q2 2020 | $171,000 | -2.8% | 2,908 | -9.0% | 0.11% | -7.0% |
| Q4 2019 | $176,000 | – | 3,197 | – | 0.11% | – |
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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% |