SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,362 | -2.5% | 23,975 | +0.2% | 0.27% | -2.5% |
| Q2 2023 | $1,179,369 | -2.3% | 23,932 | 0.0% | 0.28% | -11.5% |
| Q1 2023 | $1,206,891 | +2.4% | 23,932 | 0.0% | 0.31% | +3.0% |
| Q4 2022 | $1,178,172 | +0.2% | 23,932 | 0.0% | 0.30% | -5.0% |
| Q3 2022 | $1,176,000 | -4.8% | 23,932 | 0.0% | 0.32% | 0.0% |
| Q2 2022 | $1,235,000 | +2.7% | 23,932 | +6.0% | 0.32% | +14.3% |
| Q1 2022 | $1,202,000 | +14.9% | 22,574 | +21.1% | 0.28% | +20.2% |
| Q4 2021 | $1,046,000 | -2.0% | 18,634 | -0.9% | 0.23% | -9.7% |
| Q3 2021 | $1,067,000 | +6.5% | 18,810 | +6.7% | 0.26% | +4.0% |
| Q2 2021 | $1,002,000 | +3.1% | 17,623 | +2.2% | 0.25% | +2.1% |
| Q1 2021 | $972,000 | -2.4% | 17,236 | +0.8% | 0.24% | -6.2% |
| Q4 2020 | $996,000 | – | 17,107 | – | 0.26% | – |
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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% |