SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 27 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $394 | +2.9% | 8,220 | +5.8% | 0.03% | +7.7% |
Q2 2023 | $383 | +1.6% | 7,770 | +4.0% | 0.03% | -3.7% |
Q1 2023 | $377 | -100.0% | 7,470 | -75.1% | 0.03% | -90.8% |
Q2 2013 | $1,580,000 | -67.6% | 30,000 | -66.7% | 0.29% | -91.0% |
Q1 2013 | $4,875,000 | +200.0% | 90,000 | +200.0% | 3.27% | +89.9% |
Q4 2012 | $1,625,000 | – | 30,000 | – | 1.72% | – |
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% |