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 | $3,070,861 | -2.3% | 64,056 | +0.4% | 0.06% | 0.0% |
| Q2 2023 | $3,143,267 | +0.1% | 63,784 | +2.4% | 0.06% | -5.9% |
| Q1 2023 | $3,140,807 | +14.6% | 62,281 | +11.9% | 0.07% | +7.9% |
| Q4 2022 | $2,739,573 | +32.7% | 55,648 | +32.4% | 0.06% | +50.0% |
| Q3 2022 | $2,065,000 | -0.3% | 42,019 | +4.7% | 0.04% | +5.0% |
| Q2 2022 | $2,072,000 | +0.7% | 40,150 | +3.9% | 0.04% | +11.1% |
| Q1 2022 | $2,057,000 | -7.6% | 38,625 | -2.6% | 0.04% | -5.3% |
| Q4 2021 | $2,227,000 | +1.9% | 39,662 | +2.9% | 0.04% | -5.0% |
| Q3 2021 | $2,185,000 | +9.0% | 38,537 | +9.3% | 0.04% | +8.1% |
| Q2 2021 | $2,004,000 | +1.2% | 35,244 | +0.3% | 0.04% | -2.6% |
| Q1 2021 | $1,981,000 | -14.6% | 35,124 | -11.9% | 0.04% | -19.1% |
| Q4 2020 | $2,321,000 | +14.5% | 39,866 | +15.4% | 0.05% | +2.2% |
| Q3 2020 | $2,027,000 | +60.2% | 34,535 | +60.5% | 0.05% | +53.3% |
| Q2 2020 | $1,265,000 | -47.6% | 21,519 | -47.6% | 0.03% | -52.4% |
| Q1 2020 | $2,416,000 | +445.4% | 41,095 | +409.2% | 0.06% | +530.0% |
| Q4 2019 | $443,000 | -1.6% | 8,071 | -0.2% | 0.01% | 0.0% |
| Q3 2019 | $450,000 | +2.7% | 8,090 | +1.5% | 0.01% | 0.0% |
| Q2 2019 | $438,000 | +1.2% | 7,969 | -1.0% | 0.01% | 0.0% |
| Q1 2019 | $433,000 | +0.9% | 8,049 | -0.8% | 0.01% | 0.0% |
| Q4 2018 | $429,000 | +2.9% | 8,111 | +0.7% | 0.01% | +11.1% |
| Q3 2018 | $417,000 | +7.2% | 8,051 | +8.3% | 0.01% | 0.0% |
| Q2 2018 | $389,000 | +44.6% | 7,436 | +45.5% | 0.01% | +50.0% |
| Q1 2018 | $269,000 | – | 5,112 | – | 0.01% | – |
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% |