SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $368,000 | +11.9% | 6,464 | +10.8% | 0.03% | 0.0% |
| Q1 2021 | $329,000 | -23.0% | 5,835 | -20.4% | 0.03% | -33.3% |
| Q4 2020 | $427,000 | -2.3% | 7,334 | -1.6% | 0.04% | -17.0% |
| Q3 2020 | $437,000 | -8.6% | 7,450 | -8.5% | 0.05% | -21.7% |
| Q2 2020 | $478,000 | -27.4% | 8,139 | -27.3% | 0.06% | -42.3% |
| Q1 2020 | $658,000 | -94.9% | 11,192 | -95.3% | 0.10% | -94.2% |
| Q4 2019 | $13,023,000 | – | 237,077 | – | 1.80% | – |
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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% |