SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $867,000 | +7.3% | 867 | -93.9% | 0.67% | -6.5% |
| Q3 2021 | $808,000 | -6.8% | 14,265 | -7.2% | 0.71% | +27.5% |
| Q1 2021 | $867,000 | -6.7% | 15,376 | -3.6% | 0.56% | -17.1% |
| Q4 2020 | $929,000 | -18.5% | 15,949 | -17.9% | 0.67% | -39.3% |
| Q3 2020 | $1,140,000 | -0.3% | 19,420 | -0.2% | 1.11% | -4.7% |
| Q2 2020 | $1,144,000 | -0.3% | 19,458 | -0.3% | 1.17% | -2.0% |
| Q1 2020 | $1,147,000 | +30.6% | 19,516 | +22.1% | 1.19% | +62.6% |
| Q4 2019 | $878,000 | -3.5% | 15,982 | -2.4% | 0.73% | -11.1% |
| Q3 2019 | $910,000 | -12.6% | 16,375 | -13.5% | 0.82% | -26.1% |
| Q2 2019 | $1,041,000 | -80.3% | 18,933 | -80.7% | 1.11% | -83.3% |
| Q1 2019 | $5,275,000 | -4.3% | 98,082 | -5.7% | 6.67% | -23.9% |
| Q4 2018 | $5,512,000 | – | 104,052 | – | 8.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 817,695 | $43,542,000 | 24.71% |
| Verdad Advisers, LP | 550,000 | $29,288,000 | 23.99% |
| Morningstar Investment Management LLC | 1,240,757 | $66,070,000 | 12.19% |
| WestHill Financial Advisors, Inc. | 426,226 | $22,697,000 | 6.55% |
| Beacon Wealthcare LLC | 248,324 | $13,223,000 | 6.52% |
| BerganKDV Wealth Management, LLC | 1,110,934 | $59,157,000 | 6.33% |
| HC Advisors, LLC | 179,430 | $9,555,000 | 6.06% |
| Morton Brown Family Wealth, LLC | 145,867 | $7,767,000 | 5.87% |
| Seascape Capital Management | 154,819 | $8,244,000 | 4.28% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 133,556 | $7,112,000 | 4.04% |