SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,895 | -2.3% | 5,964 | +0.5% | 0.22% | -0.9% |
| Q2 2023 | $292,488 | -3.5% | 5,935 | -1.2% | 0.22% | -9.0% |
| Q1 2023 | $303,066 | -0.3% | 6,010 | -2.6% | 0.24% | -3.6% |
| Q4 2022 | $303,858 | -20.5% | 6,172 | -20.5% | 0.25% | -29.1% |
| Q3 2022 | $382,000 | -12.2% | 7,767 | -7.8% | 0.36% | -5.6% |
| Q2 2022 | $435,000 | -35.6% | 8,426 | -33.5% | 0.38% | -35.8% |
| Q1 2022 | $675,000 | -6.5% | 12,673 | -1.5% | 0.59% | -4.7% |
| Q4 2021 | $722,000 | -1.0% | 12,868 | +0.1% | 0.62% | -8.4% |
| Q3 2021 | $729,000 | +3.3% | 12,855 | +3.6% | 0.68% | -1.7% |
| Q2 2021 | $706,000 | -33.3% | 12,408 | -33.9% | 0.69% | -37.7% |
| Q1 2021 | $1,059,000 | -88.2% | 18,780 | -87.9% | 1.10% | -87.7% |
| Q4 2020 | $9,012,000 | – | 154,794 | – | 8.94% | – |
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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% |