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 | $1,942 | +4.5% | 40,502 | +7.4% | 0.14% | +8.3% |
| Q2 2023 | $1,858 | +21.5% | 37,697 | +24.4% | 0.13% | +15.8% |
| Q1 2023 | $1,529 | -21.2% | 30,310 | -23.1% | 0.11% | -25.0% |
| Q4 2022 | $1,940 | -99.9% | 39,397 | +5.8% | 0.15% | 0.0% |
| Q3 2022 | $1,830,000 | +1.0% | 37,244 | +6.1% | 0.15% | +7.8% |
| Q2 2022 | $1,812,000 | -9.2% | 35,117 | -6.3% | 0.14% | +14.6% |
| Q1 2022 | $1,995,000 | +20.5% | 37,473 | +27.1% | 0.12% | +30.9% |
| Q4 2021 | $1,655,000 | +29.7% | 29,488 | +31.1% | 0.09% | +22.1% |
| Q3 2021 | $1,276,000 | +15.4% | 22,493 | +15.7% | 0.08% | +14.9% |
| Q2 2021 | $1,106,000 | +36.4% | 19,446 | +35.2% | 0.07% | +24.1% |
| Q1 2021 | $811,000 | +0.7% | 14,380 | +4.1% | 0.05% | -8.5% |
| Q4 2020 | $805,000 | – | 13,820 | – | 0.06% | – |
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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% |