SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $507,000 | -1.0% | 9,024 | 0.0% | 0.11% | -11.7% |
| Q3 2021 | $512,000 | -0.2% | 9,024 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $513,000 | +0.8% | 9,024 | 0.0% | 0.12% | -1.6% |
| Q1 2021 | $509,000 | -50.9% | 9,024 | -49.3% | 0.12% | -56.7% |
| Q4 2020 | $1,037,000 | -25.5% | 17,804 | -24.9% | 0.28% | -38.5% |
| Q3 2020 | $1,392,000 | -60.0% | 23,718 | -59.9% | 0.46% | -63.8% |
| Q1 2020 | $3,478,000 | -23.9% | 59,172 | -28.9% | 1.28% | +34.7% |
| Q4 2019 | $4,568,000 | +4.3% | 83,182 | +5.6% | 0.95% | -29.8% |
| Q3 2019 | $4,378,000 | -10.9% | 78,794 | -11.9% | 1.35% | +0.1% |
| Q2 2019 | $4,916,000 | – | 89,453 | – | 1.35% | – |
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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% |