SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,786 | -0.7% | 12,094 | +2.1% | 0.01% | +16.7% |
| Q2 2023 | $583,722 | +101240.6% | 11,845 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $576 | -3.4% | 11,426 | -5.8% | 0.01% | -14.3% |
| Q4 2022 | $596 | -99.9% | 12,126 | -1.5% | 0.01% | 0.0% |
| Q3 2022 | $604,000 | -8.6% | 12,306 | -3.9% | 0.01% | 0.0% |
| Q2 2022 | $661,000 | +0.9% | 12,802 | +4.0% | 0.01% | +16.7% |
| Q1 2022 | $655,000 | -33.3% | 12,306 | -28.9% | 0.01% | +20.0% |
| Q3 2021 | $982,000 | +99.6% | 17,312 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $492,000 | -0.4% | 8,656 | -1.3% | 0.01% | 0.0% |
| Q1 2021 | $494,000 | -1.6% | 8,771 | +1.7% | 0.01% | -16.7% |
| Q4 2020 | $502,000 | -3.1% | 8,627 | -2.3% | 0.01% | -14.3% |
| Q3 2020 | $518,000 | 0.0% | 8,827 | +0.3% | 0.01% | -22.2% |
| Q2 2020 | $518,000 | 0.0% | 8,800 | 0.0% | 0.01% | -18.2% |
| Q1 2020 | $518,000 | +7.2% | 8,800 | 0.0% | 0.01% | +57.1% |
| Q4 2019 | $483,000 | -3.2% | 8,800 | -2.1% | 0.01% | -12.5% |
| Q3 2019 | $499,000 | +1.0% | 8,985 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $494,000 | +2.1% | 8,985 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $484,000 | +13.9% | 8,985 | +11.8% | 0.01% | +14.3% |
| Q4 2018 | $425,000 | +2.2% | 8,035 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $416,000 | – | 8,035 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |