SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,000 | -52.4% | 200 | -50.0% | 0.01% | -54.5% |
| Q2 2022 | $21,000 | 0.0% | 400 | 0.0% | 0.01% | +22.2% |
| Q1 2022 | $21,000 | +90.9% | 400 | +100.0% | 0.01% | +125.0% |
| Q4 2021 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $11,000 | 0.0% | 200 | 0.0% | 0.01% | +66.7% |
| Q2 2021 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -8.3% | 200 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | -70.7% | 200 | -71.4% | 0.00% | -71.4% |
| Q2 2020 | $41,000 | 0.0% | 700 | 0.0% | 0.01% | -17.6% |
| Q1 2020 | $41,000 | -62.7% | 700 | -65.0% | 0.02% | -48.5% |
| Q4 2019 | $110,000 | -0.9% | 2,000 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $111,000 | -34.7% | 2,000 | -35.5% | 0.04% | -36.4% |
| Q2 2019 | $170,000 | +5.6% | 3,100 | +3.3% | 0.06% | +3.8% |
| Q1 2019 | $161,000 | +1.3% | 3,000 | 0.0% | 0.05% | -3.6% |
| Q4 2018 | $159,000 | +2.6% | 3,000 | 0.0% | 0.06% | +27.9% |
| Q3 2018 | $155,000 | -1.3% | 3,000 | 0.0% | 0.04% | -4.4% |
| Q2 2018 | $157,000 | -0.6% | 3,000 | 0.0% | 0.04% | -2.2% |
| Q1 2018 | $158,000 | -58.1% | 3,000 | -57.6% | 0.05% | -61.7% |
| Q4 2017 | $377,000 | -4.6% | 7,077 | -3.4% | 0.12% | -9.1% |
| Q3 2017 | $395,000 | +20.1% | 7,327 | +20.1% | 0.13% | +15.8% |
| Q2 2017 | $329,000 | -18.2% | 6,100 | -18.7% | 0.11% | -19.7% |
| Q1 2017 | $402,000 | -9.7% | 7,500 | -10.0% | 0.14% | -15.0% |
| Q4 2016 | $445,000 | -1.5% | 8,335 | +2.5% | 0.17% | -1.8% |
| Q3 2016 | $452,000 | +1.8% | 8,135 | +2.5% | 0.17% | -1.2% |
| Q2 2016 | $444,000 | +1.4% | 7,935 | 0.0% | 0.17% | 0.0% |
| Q1 2016 | $438,000 | +5.5% | 7,935 | +2.6% | 0.17% | +6.8% |
| Q4 2015 | $415,000 | +9.8% | 7,735 | +11.5% | 0.16% | +5.2% |
| Q3 2015 | $378,000 | -2.6% | 6,935 | -2.8% | 0.15% | +24.4% |
| Q1 2015 | $388,000 | -5.1% | 7,135 | -6.5% | 0.12% | -6.1% |
| Q4 2014 | $409,000 | -10.5% | 7,635 | -11.5% | 0.13% | -13.8% |
| Q3 2014 | $457,000 | -3.6% | 8,625 | -3.4% | 0.15% | -0.7% |
| Q2 2014 | $474,000 | -1.9% | 8,925 | -3.0% | 0.15% | -15.5% |
| Q1 2014 | $483,000 | +0.8% | 9,200 | 0.0% | 0.18% | +0.6% |
| Q4 2013 | $479,000 | -11.1% | 9,200 | -9.8% | 0.18% | -18.6% |
| Q3 2013 | $539,000 | – | 10,200 | – | 0.22% | – |
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% |