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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | -35.7% | 165 | -37.7% | 0.00% | 0.0% |
| Q4 2016 | $14,000 | -22.2% | 265 | -17.2% | 0.00% | -50.0% |
| Q3 2016 | $18,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $18,000 | -5.3% | 320 | -4.5% | 0.00% | 0.0% |
| Q1 2016 | $19,000 | -55.8% | 335 | -58.6% | 0.00% | -60.0% |
| Q4 2015 | $43,000 | -37.7% | 810 | -35.7% | 0.01% | -44.4% |
| Q3 2015 | $69,000 | -14.8% | 1,260 | -16.6% | 0.01% | -10.0% |
| Q2 2015 | $81,000 | +28.6% | 1,510 | +31.3% | 0.01% | +25.0% |
| Q1 2015 | $63,000 | +16.7% | 1,150 | +15.0% | 0.01% | +14.3% |
| Q4 2014 | $54,000 | – | 1,000 | – | 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% |