SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,326 | +167.1% | 69,382 | +174.7% | 0.59% | +173.1% |
| Q2 2023 | $1,245 | -71.4% | 25,259 | -70.8% | 0.22% | -72.9% |
| Q1 2023 | $4,355 | +424.7% | 86,366 | +412.0% | 0.80% | +395.7% |
| Q4 2022 | $830 | -100.0% | 16,868 | -87.2% | 0.16% | -88.5% |
| Q3 2022 | $6,479,000 | -3.5% | 131,843 | +1.3% | 1.40% | +3.0% |
| Q2 2022 | $6,717,000 | +11.8% | 130,168 | +15.4% | 1.36% | +16.3% |
| Q1 2022 | $6,008,000 | +125.8% | 112,820 | +138.0% | 1.17% | +113.1% |
| Q4 2021 | $2,661,000 | +165.8% | 47,394 | +168.4% | 0.55% | +142.3% |
| Q3 2021 | $1,001,000 | -38.3% | 17,655 | -36.0% | 0.23% | -54.2% |
| Q2 2020 | $1,622,000 | +0.6% | 27,591 | +0.5% | 0.50% | -13.1% |
| Q1 2020 | $1,613,000 | -3.2% | 27,444 | -8.5% | 0.57% | +11.3% |
| Q3 2019 | $1,666,000 | +1.8% | 29,978 | +0.7% | 0.51% | +4.7% |
| Q2 2019 | $1,636,000 | +627.1% | 29,761 | +609.8% | 0.49% | +716.7% |
| Q1 2019 | $225,000 | -69.7% | 4,193 | -70.1% | 0.06% | -61.3% |
| Q4 2018 | $743,000 | +151.9% | 14,030 | +146.1% | 0.16% | +134.8% |
| Q3 2018 | $295,000 | – | 5,700 | – | 0.07% | – |
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% |