SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,288,441 | +11.0% | 277,189 | +14.1% | 0.13% | +9.2% |
| Q2 2023 | $11,971,788 | +267.6% | 242,934 | +276.2% | 0.12% | +242.9% |
| Q1 2023 | $3,256,444 | +1437.6% | 64,574 | +1401.0% | 0.04% | +1650.0% |
| Q4 2022 | $211,787 | -99.9% | 4,302 | -64.6% | 0.00% | -33.3% |
| Q3 2022 | $298,298,000 | +131890.3% | 12,136 | +177.6% | 0.00% | +50.0% |
| Q2 2022 | $226,000 | -0.9% | 4,372 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $228,000 | -25.5% | 4,287 | -21.5% | 0.00% | -33.3% |
| Q4 2021 | $306,000 | -94.9% | 5,459 | -94.9% | 0.00% | -95.0% |
| Q3 2021 | $6,018,000 | +1810.5% | 106,118 | +1816.5% | 0.06% | +1400.0% |
| Q2 2021 | $315,000 | -3.7% | 5,537 | -4.4% | 0.00% | 0.0% |
| Q1 2021 | $327,000 | -87.5% | 5,794 | -87.1% | 0.00% | -86.7% |
| Q4 2020 | $2,613,000 | -99.2% | 44,893 | +46181.4% | 0.03% | +400.0% |
| Q3 2020 | $343,000,000 | – | 97 | – | 0.01% | – |
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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% |