SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 140 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $612,817 | +102206.7% | 12,783 | +5.1% | 0.03% | +7.1% |
| Q2 2023 | $599 | +82.6% | 12,158 | +86.9% | 0.03% | +64.7% |
| Q1 2023 | $328 | +6.8% | 6,506 | +4.2% | 0.02% | 0.0% |
| Q4 2022 | $307 | -99.9% | 6,246 | -19.0% | 0.02% | -32.0% |
| Q3 2022 | $379,000 | -4.8% | 7,711 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $398,000 | -4.3% | 7,711 | -1.2% | 0.02% | +19.0% |
| Q1 2022 | $416,000 | -5.0% | 7,804 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $438,000 | +0.2% | 7,804 | +1.2% | 0.02% | -8.3% |
| Q3 2021 | $437,000 | -0.5% | 7,711 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $439,000 | +0.9% | 7,711 | 0.0% | 0.02% | -7.4% |
| Q1 2021 | $435,000 | -3.1% | 7,711 | 0.0% | 0.03% | -12.9% |
| Q4 2020 | $449,000 | -0.7% | 7,711 | 0.0% | 0.03% | -16.2% |
| Q3 2020 | $452,000 | -6.0% | 7,711 | -5.8% | 0.04% | -11.9% |
| Q2 2020 | $481,000 | -0.8% | 8,187 | -0.8% | 0.04% | -19.2% |
| Q1 2020 | $485,000 | -24.2% | 8,255 | -29.2% | 0.05% | -16.1% |
| Q4 2019 | $640,000 | -1.2% | 11,658 | 0.0% | 0.06% | -8.8% |
| Q3 2019 | $648,000 | +1.1% | 11,658 | 0.0% | 0.07% | -1.4% |
| Q2 2019 | $641,000 | +2.2% | 11,658 | 0.0% | 0.07% | -5.5% |
| Q1 2019 | $627,000 | +55.6% | 11,658 | +53.0% | 0.07% | +58.7% |
| Q4 2018 | $403,000 | +18.9% | 7,620 | +16.3% | 0.05% | +27.8% |
| Q3 2018 | $339,000 | +6.6% | 6,552 | +7.9% | 0.04% | +2.9% |
| Q2 2018 | $318,000 | -0.3% | 6,072 | 0.0% | 0.04% | -7.9% |
| Q1 2018 | $319,000 | +14.7% | 6,072 | +16.5% | 0.04% | +15.2% |
| Q4 2017 | $278,000 | – | 5,210 | – | 0.03% | – |
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% |