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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $456,510 | +0.1% | 9,273 | 0.0% | 0.41% | -4.0% |
| Q3 2022 | $456,000 | -7.1% | 9,273 | -2.6% | 0.42% | -4.1% |
| Q2 2022 | $491,000 | -19.0% | 9,524 | -16.3% | 0.44% | -17.9% |
| Q1 2022 | $606,000 | -7.6% | 11,384 | -2.5% | 0.54% | -6.1% |
| Q4 2021 | $656,000 | -0.2% | 11,680 | +0.8% | 0.57% | -6.7% |
| Q3 2021 | $657,000 | +0.6% | 11,586 | +1.0% | 0.61% | -2.5% |
| Q2 2021 | $653,000 | +3.3% | 11,476 | +2.4% | 0.63% | -6.0% |
| Q1 2021 | $632,000 | -11.2% | 11,207 | -8.4% | 0.67% | -4.3% |
| Q4 2020 | $712,000 | – | 12,234 | – | 0.70% | – |
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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% |