SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |