SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527 | -2.8% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $542 | -2.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $555 | +12.8% | 11 | +10.0% | 0.00% | – |
| Q4 2022 | $492 | – | 10 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 10 | -93.3% | 0.00% | – |
| Q2 2022 | $8,000 | -72.4% | 150 | -70.0% | 0.00% | -100.0% |
| Q1 2020 | $29,000 | +1350.0% | 500 | +1288.9% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 36 | +24.1% | 0.00% | – |
| Q3 2018 | $2,000 | +100.0% | 29 | +7.4% | 0.00% | – |
| Q2 2018 | $1,000 | – | 27 | – | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -75.0% | 110 | -75.7% | 0.00% | -80.0% |
| Q2 2015 | $24,000 | -4.0% | 452 | 0.0% | 0.01% | -16.7% |
| Q1 2015 | $25,000 | +4.2% | 452 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $24,000 | +300.0% | 452 | +310.9% | 0.01% | +200.0% |
| Q3 2014 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 110 | – | 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% |