SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,962 | +14.6% | 82,652 | +17.9% | 0.94% | +16.8% |
| Q2 2023 | $3,456 | +21.2% | 70,128 | +24.0% | 0.80% | +15.4% |
| Q1 2023 | $2,851 | +6.7% | 56,537 | +4.2% | 0.70% | -1.0% |
| Q4 2022 | $2,672 | -99.9% | 54,269 | +19.3% | 0.70% | +4.8% |
| Q3 2022 | $2,235,000 | +49.6% | 45,479 | +57.0% | 0.67% | +52.8% |
| Q2 2022 | $1,494,000 | +67.1% | 28,960 | +72.5% | 0.44% | +68.8% |
| Q1 2022 | $894,000 | +17780.0% | 16,787 | +17950.5% | 0.26% | +12900.0% |
| Q4 2021 | $5,000 | 0.0% | 93 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $5,000 | -16.7% | 93 | -10.6% | 0.00% | -25.0% |
| Q2 2021 | $6,000 | 0.0% | 104 | -9.6% | 0.00% | -20.0% |
| Q1 2021 | $6,000 | -84.2% | 115 | -82.4% | 0.01% | -82.8% |
| Q4 2020 | $38,000 | 0.0% | 652 | +0.2% | 0.03% | -6.5% |
| Q3 2020 | $38,000 | +11.8% | 651 | +11.7% | 0.03% | +10.7% |
| Q2 2020 | $34,000 | +6.2% | 583 | +7.2% | 0.03% | -15.2% |
| Q1 2020 | $32,000 | +1500.0% | 544 | +1165.1% | 0.03% | +725.0% |
| Q4 2019 | $2,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $2,000 | – | 42 | – | 0.01% | – |
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% |