SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $304,000 | -92.5% | 5,900 | -91.8% | 0.00% | -100.0% |
| Q4 2021 | $4,053,000 | -18.6% | 72,200 | -17.6% | 0.01% | -16.7% |
| Q2 2021 | $4,981,000 | -38.6% | 87,589 | -39.1% | 0.01% | -40.0% |
| Q1 2021 | $8,117,000 | +53.4% | 143,900 | +58.3% | 0.01% | +66.7% |
| Q4 2020 | $5,292,000 | +9.8% | 90,900 | +10.7% | 0.01% | +20.0% |
| Q3 2020 | $4,818,000 | +21.6% | 82,100 | +21.8% | 0.01% | +66.7% |
| Q2 2020 | $3,962,000 | +8.5% | 67,400 | +8.5% | 0.00% | -25.0% |
| Q1 2020 | $3,652,000 | +73.2% | 62,130 | +61.9% | 0.00% | +100.0% |
| Q2 2019 | $2,109,000 | -19.3% | 38,371 | -21.0% | 0.00% | 0.0% |
| Q1 2019 | $2,612,000 | +386.4% | 48,571 | +372.9% | 0.00% | – |
| Q2 2018 | $537,000 | – | 10,271 | – | 0.00% | – |
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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% |