SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,519,446 | +41.0% | 574,039 | +45.0% | 2.93% | +38.3% |
| Q2 2023 | $19,512,052 | +10.4% | 395,943 | +13.0% | 2.12% | +5.7% |
| Q1 2023 | $17,669,775 | +11.3% | 350,382 | +8.7% | 2.01% | +1.3% |
| Q4 2022 | $15,875,899 | +9.3% | 322,484 | +9.1% | 1.98% | -10.3% |
| Q3 2022 | $14,530,000 | +54.4% | 295,693 | +62.1% | 2.21% | +50.2% |
| Q2 2022 | $9,412,000 | -20.7% | 182,395 | -18.9% | 1.47% | -16.5% |
| Q1 2022 | $11,875,000 | -18.1% | 224,944 | -12.9% | 1.76% | -19.3% |
| Q4 2021 | $14,500,000 | +4.3% | 258,289 | +5.4% | 2.18% | -9.9% |
| Q3 2021 | $13,904,000 | -0.3% | 245,170 | -0.0% | 2.42% | -10.2% |
| Q2 2021 | $13,945,000 | +9.2% | 245,214 | +8.3% | 2.70% | +2.6% |
| Q1 2021 | $12,775,000 | +7.8% | 226,474 | +11.3% | 2.63% | -6.3% |
| Q4 2020 | $11,849,000 | +5.7% | 203,516 | +6.5% | 2.80% | -12.2% |
| Q3 2020 | $11,214,000 | +10.4% | 191,112 | +10.6% | 3.20% | +8.4% |
| Q2 2020 | $10,154,000 | +60.4% | 172,752 | +60.4% | 2.95% | +27.8% |
| Q1 2020 | $6,331,000 | +30.0% | 107,707 | +21.5% | 2.31% | +50.2% |
| Q4 2019 | $4,869,000 | – | 88,645 | – | 1.54% | – |
Download | ||||||
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% |