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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,068,807 | -26.1% | 22,295 | -24.1% | 0.75% | -29.7% |
| Q2 2023 | $1,447,022 | -8.1% | 29,363 | -5.9% | 1.06% | -11.1% |
| Q1 2023 | $1,574,396 | -14.4% | 31,219 | -16.4% | 1.20% | -18.2% |
| Q4 2022 | $1,839,000 | -45.9% | 37,365 | -46.0% | 1.46% | -51.7% |
| Q3 2022 | $3,401,000 | -8.4% | 69,203 | -3.8% | 3.02% | -0.9% |
| Q2 2022 | $3,713,000 | +11.3% | 71,965 | +14.8% | 3.05% | +24.2% |
| Q1 2022 | $3,337,000 | -11.3% | 62,674 | -6.5% | 2.46% | -5.9% |
| Q4 2021 | $3,763,000 | +8.0% | 67,027 | +9.1% | 2.61% | +2.8% |
| Q3 2021 | $3,483,000 | +21.1% | 61,417 | +21.4% | 2.54% | +18.1% |
| Q2 2021 | $2,876,000 | -20.1% | 50,573 | -20.8% | 2.15% | -28.4% |
| Q1 2021 | $3,600,000 | -22.2% | 63,823 | -19.7% | 3.00% | -24.3% |
| Q4 2020 | $4,627,000 | +5.2% | 79,471 | +6.0% | 3.97% | -10.3% |
| Q3 2020 | $4,398,000 | +9.4% | 74,945 | +9.6% | 4.43% | -5.8% |
| Q2 2020 | $4,019,000 | +62.1% | 68,374 | +62.1% | 4.70% | +41.4% |
| Q1 2020 | $2,480,000 | +61.8% | 42,186 | +51.2% | 3.32% | +107.4% |
| Q4 2019 | $1,533,000 | -1.3% | 27,900 | -0.2% | 1.60% | -12.5% |
| Q3 2019 | $1,553,000 | -13.6% | 27,960 | -14.5% | 1.83% | -18.7% |
| Q2 2019 | $1,798,000 | -4.3% | 32,714 | -6.3% | 2.25% | -7.2% |
| Q1 2019 | $1,878,000 | -12.7% | 34,914 | -14.1% | 2.43% | -21.9% |
| Q4 2018 | $2,152,000 | – | 40,650 | – | 3.11% | – |
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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% |