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 | $76 | -1.3% | 1,581 | +1.4% | 0.02% | 0.0% |
| Q2 2023 | $77 | -2.5% | 1,559 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $79 | +5.3% | 1,559 | +1.9% | 0.02% | +12.5% |
| Q4 2022 | $75 | -100.0% | 1,530 | -65.9% | 0.02% | -71.9% |
| Q3 2022 | $220,000 | -4.8% | 4,485 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $231,000 | -3.3% | 4,485 | 0.0% | 0.06% | +9.8% |
| Q1 2022 | $239,000 | -2.0% | 4,485 | +3.3% | 0.05% | -1.9% |
| Q4 2021 | $244,000 | +3.4% | 4,341 | +4.3% | 0.05% | -5.5% |
| Q3 2021 | $236,000 | -22.1% | 4,163 | -19.4% | 0.06% | -38.9% |
| Q2 2021 | $303,000 | +34.7% | 5,164 | +29.5% | 0.09% | +73.1% |
| Q1 2021 | $225,000 | -3.0% | 3,988 | 0.0% | 0.05% | -10.3% |
| Q4 2020 | $232,000 | -23.4% | 3,988 | -22.8% | 0.06% | -35.6% |
| Q3 2020 | $303,000 | +35.3% | 5,164 | +35.6% | 0.09% | +26.8% |
| Q2 2020 | $224,000 | -5.1% | 3,809 | -5.3% | 0.07% | -11.2% |
| Q1 2020 | $236,000 | +6.8% | 4,023 | 0.0% | 0.08% | +27.0% |
| Q4 2019 | $221,000 | 0.0% | 4,023 | +1.4% | 0.06% | -8.7% |
| Q3 2019 | $221,000 | +2.8% | 3,969 | +1.2% | 0.07% | +1.5% |
| Q2 2019 | $215,000 | – | 3,921 | – | 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% |