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 | $205,000 | -5.1% | 3,848 | 0.0% | 0.04% | -41.5% |
| Q4 2021 | $216,000 | -50.5% | 3,848 | -50.0% | 0.06% | -73.9% |
| Q3 2021 | $436,000 | -31.4% | 7,696 | -31.2% | 0.25% | +67.1% |
| Q2 2021 | $636,000 | +5.0% | 11,179 | +4.0% | 0.15% | -20.3% |
| Q1 2021 | $606,000 | -5.0% | 10,751 | -2.0% | 0.19% | 0.0% |
| Q4 2020 | $638,000 | -1.5% | 10,967 | -0.7% | 0.19% | +10.0% |
| Q3 2020 | $648,000 | -0.2% | 11,047 | -0.0% | 0.17% | -10.1% |
| Q2 2020 | $649,000 | 0.0% | 11,048 | -0.2% | 0.19% | -9.6% |
| Q1 2020 | $649,000 | -7.9% | 11,068 | -13.7% | 0.21% | +29.0% |
| Q4 2019 | $705,000 | -0.8% | 12,829 | +0.3% | 0.16% | -58.8% |
| Q3 2019 | $711,000 | -3.5% | 12,797 | -4.5% | 0.39% | +1.8% |
| Q2 2019 | $737,000 | +3.7% | 13,396 | +1.3% | 0.39% | -29.2% |
| Q1 2019 | $711,000 | +6.0% | 13,219 | +4.2% | 0.54% | +12.1% |
| Q4 2018 | $671,000 | -3.3% | 12,689 | -5.3% | 0.49% | +10.7% |
| Q3 2018 | $694,000 | -2.7% | 13,405 | -1.7% | 0.44% | -21.9% |
| Q2 2018 | $713,000 | +13.7% | 13,634 | +14.2% | 0.56% | +17.8% |
| Q1 2018 | $627,000 | +10.2% | 11,937 | +11.9% | 0.48% | +1.1% |
| Q4 2017 | $569,000 | – | 10,665 | – | 0.47% | – |
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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% |