SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,647 | +1.3% | 1,056 | +4.1% | 0.01% | +25.0% |
| Q2 2023 | $49,990 | -1.9% | 1,014 | +0.3% | 0.00% | -20.0% |
| Q1 2023 | $50,967 | +60.0% | 1,011 | +56.3% | 0.01% | +66.7% |
| Q4 2022 | $31,861 | -74.5% | 647 | -74.6% | 0.00% | -75.0% |
| Q3 2022 | $125,000 | +50.6% | 2,549 | +59.1% | 0.01% | +50.0% |
| Q2 2022 | $83,000 | -6.7% | 1,602 | -3.8% | 0.01% | +33.3% |
| Q1 2022 | $89,000 | -1.1% | 1,666 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $90,000 | -1.1% | 1,612 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $91,000 | 0.0% | 1,612 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $91,000 | +1.1% | 1,602 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $90,000 | -36.6% | 1,602 | -34.3% | 0.01% | -45.5% |
| Q4 2020 | $142,000 | -1.4% | 2,439 | -0.4% | 0.01% | -8.3% |
| Q3 2020 | $144,000 | -98.4% | 2,449 | -98.4% | 0.01% | -98.4% |
| Q2 2020 | $9,047,000 | +25.3% | 153,912 | +25.3% | 0.73% | +9.5% |
| Q1 2020 | $7,220,000 | +109.2% | 122,823 | +95.5% | 0.67% | +127.3% |
| Q4 2019 | $3,452,000 | +34.2% | 62,840 | +35.7% | 0.29% | +23.6% |
| Q3 2019 | $2,573,000 | +54.4% | 46,310 | +52.8% | 0.24% | +28.8% |
| Q2 2019 | $1,666,000 | +166500.0% | 30,310 | +233053.8% | 0.18% | – |
| Q1 2019 | $1,000 | -50.0% | 13 | -71.1% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -50.0% | 45 | -43.8% | 0.00% | -100.0% |
| Q2 2018 | $4,000 | +300.0% | 80 | +515.4% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 13 | – | 0.00% | – |
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% |