SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $427,898 | -8.0% | 8,683 | -8.1% | 0.01% | -30.8% |
Q4 2022 | $465,075 | -69.6% | 9,447 | -68.1% | 0.01% | -69.8% |
Q2 2022 | $1,529,000 | +232.4% | 29,637 | +265.7% | 0.04% | +126.3% |
Q3 2021 | $460,000 | +74.2% | 8,104 | +68.8% | 0.02% | -42.4% |
Q2 2019 | $264,000 | -48.5% | 4,800 | -51.5% | 0.03% | -62.9% |
Q3 2018 | $513,000 | – | 9,900 | – | 0.09% | – |
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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% |