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 | $406,483 | +11.5% | 8,479 | +14.6% | 0.00% | – |
| Q2 2023 | $364,672 | +17.6% | 7,400 | +20.4% | 0.00% | – |
| Q1 2023 | $310,045 | -0.6% | 6,148 | -3.0% | 0.00% | – |
| Q4 2022 | $311,872 | +4.3% | 6,335 | +3.8% | 0.00% | – |
| Q3 2022 | $299,000 | -3.9% | 6,104 | +1.5% | 0.00% | – |
| Q2 2022 | $311,000 | -2.8% | 6,016 | -0.0% | 0.00% | – |
| Q1 2022 | $320,000 | -5.0% | 6,017 | +0.1% | 0.00% | – |
| Q4 2021 | $337,000 | +42.2% | 6,011 | +43.6% | 0.00% | – |
| Q3 2021 | $237,000 | -0.4% | 4,186 | 0.0% | 0.00% | – |
| Q2 2021 | $238,000 | +0.8% | 4,186 | 0.0% | 0.00% | – |
| Q1 2021 | $236,000 | -13.6% | 4,186 | -10.7% | 0.00% | – |
| Q4 2020 | $273,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q3 2020 | $274,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q2 2020 | $275,000 | 0.0% | 4,686 | 0.0% | 0.00% | – |
| Q1 2020 | $275,000 | +7.4% | 4,686 | 0.0% | 0.00% | – |
| Q4 2019 | $256,000 | +6.7% | 4,686 | +8.9% | 0.00% | – |
| Q3 2019 | $240,000 | -10.1% | 4,305 | -11.6% | 0.00% | – |
| Q2 2019 | $267,000 | +34.2% | 4,868 | +31.3% | 0.00% | – |
| Q1 2019 | $199,000 | +729.2% | 3,707 | +704.1% | 0.00% | – |
| Q4 2018 | $24,000 | 0.0% | 461 | 0.0% | 0.00% | – |
| Q3 2018 | $24,000 | +700.0% | 461 | +681.4% | 0.00% | – |
| Q2 2018 | $3,000 | -89.7% | 59 | -89.0% | 0.00% | – |
| Q1 2017 | $29,000 | +20.8% | 536 | +22.1% | 0.00% | – |
| Q4 2014 | $24,000 | – | 439 | – | 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% |