SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,306 | -2.7% | 361 | 0.0% | 0.12% | +66.7% |
| Q2 2023 | $17,790 | -2.3% | 361 | 0.0% | 0.07% | +380.0% |
| Q1 2023 | $18,205 | +2.4% | 361 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $17,772 | -74.6% | 361 | -74.8% | 0.02% | -75.4% |
| Q3 2022 | $70,000 | -28.6% | 1,431 | -24.8% | 0.06% | -27.8% |
| Q2 2022 | $98,000 | +366.7% | 1,904 | +372.5% | 0.09% | +462.5% |
| Q1 2022 | $21,000 | -8.7% | 403 | 0.0% | 0.02% | +1500.0% |
| Q4 2021 | $23,000 | 0.0% | 403 | 0.0% | 0.00% | -95.8% |
| Q3 2021 | $23,000 | -63.5% | 403 | -63.4% | 0.02% | -54.7% |
| Q2 2021 | $63,000 | +1.6% | 1,100 | 0.0% | 0.05% | -14.5% |
| Q1 2021 | $62,000 | -3.1% | 1,100 | 0.0% | 0.06% | +21.6% |
| Q4 2020 | $64,000 | -1.5% | 1,100 | 0.0% | 0.05% | -33.8% |
| Q3 2020 | $65,000 | 0.0% | 1,100 | 0.0% | 0.08% | -6.1% |
| Q2 2020 | $65,000 | -50.0% | 1,100 | -50.3% | 0.08% | -46.1% |
| Q1 2020 | $130,000 | -88.2% | 2,213 | -89.0% | 0.15% | -89.7% |
| Q4 2019 | $1,102,000 | – | 20,059 | – | 1.47% | – |
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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% |