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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $617,000 | -33.0% | 10,597 | -32.5% | 0.24% | -33.0% |
| Q3 2020 | $921,000 | -21.1% | 15,697 | -21.0% | 0.36% | -20.6% |
| Q2 2020 | $1,168,000 | -94.3% | 19,872 | -94.3% | 0.45% | -94.7% |
| Q1 2020 | $20,382,000 | +1249.8% | 346,748 | +1161.6% | 8.57% | +1374.4% |
| Q4 2019 | $1,510,000 | -0.9% | 27,485 | +0.2% | 0.58% | -6.3% |
| Q3 2019 | $1,523,000 | -3.1% | 27,417 | -4.1% | 0.62% | -3.9% |
| Q2 2019 | $1,571,000 | -86.8% | 28,578 | -87.1% | 0.64% | -86.3% |
| Q1 2019 | $11,938,000 | +1539.8% | 221,978 | +1515.2% | 4.70% | +1236.4% |
| Q4 2018 | $728,000 | -63.1% | 13,743 | -63.9% | 0.35% | -60.5% |
| Q3 2018 | $1,972,000 | -9.7% | 38,070 | -8.8% | 0.89% | -12.7% |
| Q2 2018 | $2,185,000 | -8.3% | 41,760 | -7.9% | 1.02% | -11.1% |
| Q1 2018 | $2,383,000 | -19.9% | 45,320 | -18.8% | 1.15% | -20.7% |
| Q4 2017 | $2,976,000 | -4.6% | 55,805 | -3.6% | 1.45% | -9.5% |
| Q3 2017 | $3,120,000 | -1.8% | 57,865 | -1.7% | 1.60% | -2.1% |
| Q2 2017 | $3,177,000 | +79.0% | 58,875 | +77.8% | 1.64% | +79.1% |
| Q1 2017 | $1,775,000 | -49.1% | 33,105 | -49.4% | 0.91% | -49.9% |
| Q4 2016 | $3,488,000 | -24.8% | 65,380 | -21.7% | 1.82% | -16.0% |
| Q3 2016 | $4,641,000 | -41.5% | 83,525 | -41.1% | 2.17% | -47.9% |
| Q2 2016 | $7,931,000 | -25.4% | 141,695 | -26.4% | 4.16% | -44.2% |
| Q1 2016 | $10,626,000 | +3025.3% | 192,390 | +2934.5% | 7.46% | +2654.6% |
| Q4 2015 | $340,000 | – | 6,340 | – | 0.27% | – |
Download | ||||||
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% |