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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $421,788 | -2.8% | 8,559 | -0.5% | 0.07% | -8.9% |
| Q1 2023 | $433,850 | +1.9% | 8,603 | -0.5% | 0.08% | -2.5% |
| Q4 2022 | $425,741 | -1.2% | 8,648 | -1.3% | 0.08% | -9.0% |
| Q3 2022 | $431,000 | -15.3% | 8,765 | -11.1% | 0.09% | -7.3% |
| Q2 2022 | $509,000 | +5.4% | 9,864 | +8.7% | 0.10% | +21.5% |
| Q1 2022 | $483,000 | -13.4% | 9,076 | -8.8% | 0.08% | -4.8% |
| Q4 2021 | $558,000 | -2.1% | 9,948 | -1.0% | 0.08% | -10.8% |
| Q3 2021 | $570,000 | -3.9% | 10,044 | -3.7% | 0.09% | -5.1% |
| Q2 2021 | $593,000 | -6.8% | 10,428 | -7.5% | 0.10% | -13.3% |
| Q1 2021 | $636,000 | +37.7% | 11,269 | +42.0% | 0.11% | +31.4% |
| Q4 2020 | $462,000 | +9.0% | 7,937 | +9.8% | 0.09% | -3.4% |
| Q3 2020 | $424,000 | -18.6% | 7,227 | -18.4% | 0.09% | -25.2% |
| Q2 2020 | $521,000 | -21.8% | 8,862 | -21.7% | 0.12% | -32.8% |
| Q1 2020 | $666,000 | -29.1% | 11,322 | -33.8% | 0.18% | -19.5% |
| Q4 2019 | $939,000 | +26.5% | 17,096 | +28.0% | 0.22% | +14.0% |
| Q3 2019 | $742,000 | +0.8% | 13,353 | -0.2% | 0.19% | 0.0% |
| Q2 2019 | $736,000 | +175.7% | 13,385 | +169.8% | 0.19% | +160.8% |
| Q1 2019 | $267,000 | +19.2% | 4,962 | +17.1% | 0.07% | +4.2% |
| Q4 2018 | $224,000 | -67.8% | 4,237 | -68.5% | 0.07% | -62.2% |
| Q3 2018 | $696,000 | +31.8% | 13,435 | +33.2% | 0.19% | +22.1% |
| Q2 2018 | $528,000 | +6.0% | 10,083 | +6.4% | 0.15% | +4.8% |
| Q1 2018 | $498,000 | – | 9,478 | – | 0.15% | – |
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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% |