SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,515,959 | +86.3% | 31,622 | +91.5% | 0.27% | +63.0% |
| Q2 2023 | $813,761 | -1.9% | 16,513 | +0.4% | 0.16% | -9.8% |
| Q1 2023 | $829,170 | +4.6% | 16,442 | +2.1% | 0.18% | -2.7% |
| Q4 2022 | $792,652 | +3.8% | 16,101 | +3.6% | 0.19% | -49.2% |
| Q3 2022 | $764,000 | +8.4% | 15,545 | +13.7% | 0.37% | +11.1% |
| Q2 2022 | $705,000 | +23.3% | 13,669 | +27.2% | 0.33% | +35.4% |
| Q1 2022 | $572,000 | +40.5% | 10,750 | +48.3% | 0.25% | +55.7% |
| Q4 2021 | $407,000 | +7.7% | 7,248 | +8.6% | 0.16% | -28.8% |
| Q3 2021 | $378,000 | +60.2% | 6,674 | +60.8% | 0.22% | +64.4% |
| Q2 2021 | $236,000 | +31.1% | 4,151 | +30.0% | 0.14% | +29.8% |
| Q1 2021 | $180,000 | +5.3% | 3,193 | +8.9% | 0.10% | -16.8% |
| Q4 2020 | $171,000 | +1.2% | 2,931 | +1.9% | 0.12% | -1.6% |
| Q3 2020 | $169,000 | +52.3% | 2,875 | +51.9% | 0.13% | +41.1% |
| Q2 2020 | $111,000 | +11000.0% | 1,893 | +14461.5% | 0.09% | +8900.0% |
| Q1 2020 | $1,000 | – | 13 | – | 0.00% | – |
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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% |