SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,290 | -2.3% | 4,389 | 0.0% | 0.12% | -13.9% |
| Q1 2023 | $221,337 | +102370.8% | 4,389 | 0.0% | 0.14% | +3.0% |
| Q4 2022 | $216 | -99.9% | 4,389 | -14.2% | 0.13% | -21.3% |
| Q3 2022 | $251,000 | -8.7% | 5,115 | -4.1% | 0.17% | -5.6% |
| Q2 2022 | $275,000 | -39.2% | 5,335 | -37.2% | 0.18% | -33.2% |
| Q1 2022 | $452,000 | -66.8% | 8,491 | -65.0% | 0.27% | -65.3% |
| Q4 2021 | $1,361,000 | -96.9% | 24,245 | -96.9% | 0.77% | -97.0% |
| Q3 2021 | $43,913,000 | -3.5% | 774,345 | -3.2% | 25.92% | +1.1% |
| Q2 2021 | $45,498,000 | -1.1% | 800,036 | -1.9% | 25.64% | -4.4% |
| Q1 2021 | $45,989,000 | -2.2% | 815,272 | +0.9% | 26.82% | -3.1% |
| Q4 2020 | $47,033,000 | – | 807,846 | – | 27.69% | – |
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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% |