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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,780,349 | +70.6% | 120,565 | +75.3% | 0.02% | +77.8% |
| Q2 2023 | $3,388,047 | +110947.1% | 68,758 | +13.6% | 0.01% | 0.0% |
| Q1 2023 | $3,051 | -1.1% | 60,507 | -3.5% | 0.01% | -10.0% |
| Q4 2022 | $3,086 | -99.8% | 62,687 | +85.5% | 0.01% | +42.9% |
| Q3 2022 | $1,660,000 | -1.5% | 33,790 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $1,686,000 | +15.6% | 32,676 | +19.3% | 0.01% | +16.7% |
| Q1 2022 | $1,458,000 | -19.1% | 27,379 | -14.7% | 0.01% | -25.0% |
| Q4 2021 | $1,802,000 | +164.2% | 32,091 | +166.9% | 0.01% | +100.0% |
| Q3 2021 | $682,000 | -5.3% | 12,025 | -8.2% | 0.00% | -55.6% |
| Q2 2019 | $720,000 | +71900.0% | 13,096 | +76935.3% | 0.01% | – |
| Q3 2016 | $1,000 | – | 17 | – | 0.00% | – |
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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% |