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 | $281,095 | -2.7% | 5,863 | 0.0% | 0.06% | -3.2% |
| Q2 2023 | $288,947 | +31.7% | 5,863 | +34.8% | 0.06% | 0.0% |
| Q1 2023 | $219,334 | -61.6% | 4,349 | -62.5% | 0.06% | -64.0% |
| Q4 2022 | $571,226 | -85.5% | 11,603 | -85.5% | 0.17% | -86.2% |
| Q3 2022 | $3,931,000 | -13.1% | 80,006 | -8.8% | 1.25% | +0.3% |
| Q2 2022 | $4,526,000 | -7.5% | 87,712 | -4.5% | 1.24% | -1.8% |
| Q1 2022 | $4,891,000 | -55.9% | 91,850 | -53.5% | 1.27% | -53.3% |
| Q4 2021 | $11,083,000 | – | 197,412 | – | 2.71% | – |
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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% |