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 2023 | $24,678,985 | +16.9% | 514,789 | +20.1% | 0.36% | +17.5% |
| Q2 2023 | $21,119,043 | +116.9% | 428,552 | +122.0% | 0.31% | +108.1% |
| Q1 2023 | $9,735,612 | +23979.0% | 193,052 | -76.5% | 0.15% | -76.7% |
| Q4 2022 | $40,432 | -99.9% | 821,291 | -46.4% | 0.63% | -50.0% |
| Q3 2022 | $75,230,000 | -37.7% | 1,530,936 | -34.6% | 1.27% | -32.7% |
| Q2 2022 | $120,781,000 | -3.5% | 2,340,719 | -0.4% | 1.88% | +5.3% |
| Q1 2022 | $125,150,000 | +147.4% | 2,350,241 | +160.8% | 1.79% | +170.0% |
| Q4 2021 | $50,594,000 | +0.5% | 901,217 | +1.5% | 0.66% | -4.3% |
| Q3 2021 | $50,344,000 | +5.3% | 887,748 | +5.6% | 0.69% | +7.4% |
| Q2 2021 | $47,823,000 | +118.0% | 840,922 | +116.2% | 0.64% | +110.8% |
| Q1 2021 | $21,941,000 | +2566.0% | 388,961 | +2672.4% | 0.31% | +2085.7% |
| Q3 2020 | $823,000 | -43.1% | 14,030 | -43.0% | 0.01% | -44.0% |
| Q2 2020 | $1,447,000 | -41.3% | 24,609 | -41.3% | 0.02% | -51.0% |
| Q1 2020 | $2,465,000 | -91.8% | 41,936 | -92.4% | 0.05% | -89.0% |
| Q4 2019 | $30,191,000 | – | 549,623 | – | 0.46% | – |
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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% |