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 | $527 | -2.8% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $542 | -2.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $555 | +2.4% | 11 | 0.0% | 0.00% | – |
| Q4 2022 | $542 | -45.8% | 11 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | -96.9% | 11 | -98.2% | 0.00% | -95.5% |
| Q2 2022 | $32,000 | -3.0% | 620 | 0.0% | 0.02% | +22.2% |
| Q1 2022 | $33,000 | -5.7% | 620 | 0.0% | 0.02% | +28.6% |
| Q3 2021 | $35,000 | -16.7% | 620 | -16.2% | 0.01% | -17.6% |
| Q2 2021 | $42,000 | +20.0% | 740 | +19.4% | 0.02% | +13.3% |
| Q1 2021 | $35,000 | -2.8% | 620 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $36,000 | -18.2% | 620 | -17.3% | 0.02% | -31.8% |
| Q3 2020 | $44,000 | -15.4% | 750 | -14.8% | 0.02% | -26.7% |
| Q2 2020 | $52,000 | 0.0% | 880 | 0.0% | 0.03% | -31.8% |
| Q1 2020 | $52,000 | +100.0% | 880 | +83.7% | 0.04% | +109.5% |
| Q4 2019 | $26,000 | – | 479 | – | 0.02% | – |
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% |