SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,143 | -35.5% | 10,683 | -33.6% | 0.00% | – |
| Q2 2023 | $793,408 | -54.4% | 16,100 | -53.3% | 0.00% | – |
| Q1 2023 | $1,739,835 | +22.4% | 34,500 | +19.2% | 0.00% | – |
| Q3 2022 | $1,422,000 | +29.0% | 28,932 | +35.5% | 0.00% | – |
| Q2 2022 | $1,102,000 | +333.9% | 21,349 | +347.9% | 0.00% | – |
| Q1 2022 | $254,000 | -79.2% | 4,766 | -77.9% | 0.00% | – |
| Q3 2021 | $1,223,000 | -18.0% | 21,570 | -17.7% | 0.00% | – |
| Q2 2021 | $1,491,000 | -56.1% | 26,215 | -56.5% | 0.00% | -100.0% |
| Q1 2021 | $3,399,000 | +155.8% | 60,262 | +164.1% | 0.00% | – |
| Q4 2020 | $1,329,000 | -13.9% | 22,820 | -13.3% | 0.00% | – |
| Q3 2020 | $1,544,000 | -60.4% | 26,316 | -60.4% | 0.00% | -100.0% |
| Q2 2020 | $3,903,000 | +237.0% | 66,395 | +218.5% | 0.00% | 0.0% |
| Q3 2019 | $1,158,000 | -41.4% | 20,848 | -42.0% | 0.00% | 0.0% |
| Q2 2019 | $1,975,000 | +22.4% | 35,939 | +19.8% | 0.00% | 0.0% |
| Q1 2019 | $1,614,000 | +637.0% | 30,010 | +609.5% | 0.00% | – |
| Q3 2018 | $219,000 | -76.4% | 4,230 | -76.1% | 0.00% | – |
| Q2 2018 | $928,000 | +146.2% | 17,732 | +150.6% | 0.00% | – |
| Q4 2017 | $377,000 | -0.8% | 7,075 | +0.5% | 0.00% | – |
| Q3 2017 | $380,000 | -24.3% | 7,040 | -24.3% | 0.00% | – |
| Q2 2017 | $502,000 | -50.7% | 9,303 | -51.1% | 0.00% | -100.0% |
| Q1 2017 | $1,019,000 | +239.7% | 19,015 | +238.5% | 0.00% | – |
| Q4 2016 | $300,000 | -24.2% | 5,618 | -21.2% | 0.00% | – |
| Q3 2016 | $396,000 | – | 7,129 | – | 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% |