SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,766 | -10.1% | 8,109 | -7.6% | 0.01% | -14.3% |
| Q2 2023 | $432,411 | -3.9% | 8,775 | -1.7% | 0.01% | -12.5% |
| Q1 2023 | $450,011 | -3.3% | 8,923 | -5.6% | 0.01% | 0.0% |
| Q4 2022 | $465,529 | -11.0% | 9,456 | -11.1% | 0.01% | -27.3% |
| Q3 2022 | $523,000 | -14.1% | 10,633 | -9.9% | 0.01% | -8.3% |
| Q2 2022 | $609,000 | -23.2% | 11,801 | -20.8% | 0.01% | -20.0% |
| Q1 2022 | $793,000 | -36.2% | 14,896 | -32.7% | 0.02% | -40.0% |
| Q4 2021 | $1,242,000 | – | 22,129 | – | 0.02% | – |
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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% |