SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,998,000 | -6.0% | 56,300 | -0.9% | 0.19% | +65.0% |
| Q4 2021 | $3,188,000 | -1.0% | 56,800 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $3,220,000 | -0.4% | 56,800 | 0.0% | 0.12% | -18.6% |
| Q2 2021 | $3,232,000 | +3.6% | 56,800 | +2.7% | 0.14% | -1.4% |
| Q1 2021 | $3,119,000 | +15.5% | 55,297 | +19.2% | 0.15% | +3.5% |
| Q4 2020 | $2,701,000 | +2.6% | 46,400 | +3.4% | 0.14% | -3.4% |
| Q3 2020 | $2,632,000 | +4.1% | 44,864 | +4.3% | 0.15% | -8.1% |
| Q2 2020 | $2,528,000 | +4.7% | 43,007 | +4.7% | 0.16% | -63.6% |
| Q1 2020 | $2,415,000 | – | 41,093 | – | 0.44% | – |
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% |