SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,538 | -7.4% | 11,171 | -4.8% | 0.18% | -1.1% |
| Q2 2023 | $578,153 | +36.7% | 11,732 | +39.9% | 0.18% | +22.9% |
| Q1 2023 | $422,856 | -16.2% | 8,385 | -18.2% | 0.14% | -12.2% |
| Q4 2022 | $504,755 | +9.3% | 10,253 | +9.0% | 0.16% | +5.8% |
| Q3 2022 | $462,000 | -2.5% | 9,409 | +2.3% | 0.16% | -10.4% |
| Q2 2022 | $474,000 | -9.9% | 9,201 | -6.9% | 0.17% | +9.5% |
| Q1 2022 | $526,000 | +4.4% | 9,880 | +10.1% | 0.16% | -16.4% |
| Q4 2021 | $504,000 | -0.4% | 8,971 | +0.4% | 0.19% | -21.6% |
| Q3 2021 | $506,000 | +30.1% | 8,936 | +30.8% | 0.24% | +40.9% |
| Q2 2021 | $389,000 | +4.3% | 6,832 | +3.4% | 0.17% | -17.8% |
| Q1 2021 | $373,000 | +12.7% | 6,608 | +16.1% | 0.21% | +15.6% |
| Q4 2020 | $331,000 | -99.9% | 5,691 | +0.7% | 0.18% | -23.4% |
| Q3 2020 | $331,542,000 | +119590.3% | 5,650 | +19.8% | 0.24% | -11.3% |
| Q2 2020 | $277,000 | – | 4,715 | – | 0.26% | – |
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% |