SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,106 | +342.0% | 3,444 | +354.4% | 0.00% | – |
| Q2 2023 | $37,354 | +11.7% | 758 | +14.3% | 0.00% | – |
| Q1 2023 | $33,435 | +9.0% | 663 | +6.4% | 0.00% | – |
| Q4 2022 | $30,671 | -87.0% | 623 | -87.0% | 0.00% | – |
| Q3 2022 | $236,000 | -37.9% | 4,804 | -34.6% | 0.00% | -100.0% |
| Q2 2022 | $380,000 | +3.0% | 7,349 | +6.0% | 0.00% | 0.0% |
| Q1 2022 | $369,000 | -17.4% | 6,935 | -13.0% | 0.00% | 0.0% |
| Q4 2021 | $447,000 | +9.8% | 7,974 | +11.1% | 0.00% | 0.0% |
| Q3 2021 | $407,000 | +7.1% | 7,177 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $380,000 | +0.8% | 6,683 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $377,000 | -7.1% | 6,683 | -4.0% | 0.00% | 0.0% |
| Q4 2020 | $406,000 | +56.2% | 6,963 | +57.2% | 0.00% | 0.0% |
| Q3 2020 | $260,000 | -0.4% | 4,429 | -0.3% | 0.00% | 0.0% |
| Q2 2020 | $261,000 | +2272.7% | 4,441 | +2367.2% | 0.00% | – |
| Q1 2020 | $11,000 | +10.0% | 180 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | -93.8% | 180 | -93.8% | 0.00% | – |
| Q3 2019 | $161,000 | +0.6% | 2,906 | 0.0% | 0.00% | – |
| Q2 2019 | $160,000 | +2.6% | 2,906 | 0.0% | 0.00% | – |
| Q1 2019 | $156,000 | +1633.3% | 2,906 | +1661.2% | 0.00% | – |
| Q3 2018 | $9,000 | -62.5% | 165 | -63.9% | 0.00% | – |
| Q1 2018 | $24,000 | 0.0% | 457 | 0.0% | 0.00% | – |
| Q4 2017 | $24,000 | – | 457 | – | 0.00% | – |
Download | ||||||
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% |