SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33,558 | -2.7% | 700 | 0.0% | 0.02% | +6.2% |
Q2 2023 | $34,496 | -2.3% | 700 | 0.0% | 0.02% | -27.3% |
Q1 2023 | $35,301 | +2.4% | 700 | 0.0% | 0.02% | +4.8% |
Q4 2022 | $34,461 | +1.4% | 700 | 0.0% | 0.02% | -8.7% |
Q3 2022 | $34,000 | -5.6% | 700 | 0.0% | 0.02% | +4.5% |
Q2 2022 | $36,000 | -2.7% | 700 | 0.0% | 0.02% | +29.4% |
Q1 2022 | $37,000 | -5.1% | 700 | 0.0% | 0.02% | +6.2% |
Q4 2021 | $39,000 | -2.5% | 700 | 0.0% | 0.02% | -20.0% |
Q3 2021 | $40,000 | 0.0% | 700 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $40,000 | +2.6% | 700 | 0.0% | 0.02% | -9.1% |
Q1 2021 | $39,000 | -4.9% | 700 | 0.0% | 0.02% | -8.3% |
Q4 2020 | $41,000 | 0.0% | 700 | 0.0% | 0.02% | -29.4% |
Q2 2020 | $41,000 | 0.0% | 700 | 0.0% | 0.03% | -17.1% |
Q1 2020 | $41,000 | +7.9% | 700 | 0.0% | 0.04% | +57.7% |
Q4 2019 | $38,000 | – | 700 | – | 0.03% | – |
Download |
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% |