SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,913,381 | +521257.2% | 39,912 | +447.0% | 0.01% | +233.3% |
| Q4 2022 | $367 | -99.9% | 7,297 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $356,000 | -31.8% | 7,363 | -27.7% | 0.00% | -25.0% |
| Q2 2022 | $522,000 | +19.2% | 10,177 | +20.6% | 0.00% | +33.3% |
| Q1 2022 | $438,000 | -5.6% | 8,436 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $464,000 | +7.2% | 8,382 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $433,000 | -4.0% | 7,711 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $451,000 | -9.8% | 7,866 | -10.6% | 0.00% | 0.0% |
| Q1 2021 | $500,000 | -0.8% | 8,796 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $504,000 | +1.4% | 8,704 | +2.1% | 0.00% | -25.0% |
| Q3 2020 | $497,000 | +24.9% | 8,523 | +25.9% | 0.00% | +33.3% |
| Q2 2020 | $398,000 | -18.8% | 6,767 | -18.8% | 0.00% | -25.0% |
| Q1 2020 | $490,000 | +2.9% | 8,331 | -2.2% | 0.00% | 0.0% |
| Q4 2019 | $476,000 | -3.3% | 8,515 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $492,000 | +2.1% | 8,876 | +0.8% | 0.00% | 0.0% |
| Q2 2019 | $482,000 | -2.2% | 8,803 | -4.5% | 0.00% | 0.0% |
| Q1 2019 | $493,000 | +55.5% | 9,216 | +53.7% | 0.00% | +33.3% |
| Q4 2018 | $317,000 | -11.0% | 5,997 | -13.1% | 0.00% | 0.0% |
| Q3 2018 | $356,000 | – | 6,904 | – | 0.00% | – |
Download | ||||||
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% |