SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,264,469 | -14.7% | 26,376 | -12.3% | 0.00% | -33.3% |
| Q2 2023 | $1,482,508 | +10.4% | 30,083 | +12.9% | 0.00% | 0.0% |
| Q1 2023 | $1,343,158 | +524.7% | 26,634 | +538.6% | 0.00% | – |
| Q2 2022 | $215,000 | -21.5% | 4,171 | -18.9% | 0.00% | -100.0% |
| Q1 2022 | $274,000 | -10.2% | 5,140 | -5.4% | 0.00% | 0.0% |
| Q4 2021 | $305,000 | +8.5% | 5,436 | +9.7% | 0.00% | 0.0% |
| Q3 2021 | $281,000 | -34.2% | 4,955 | -34.0% | 0.00% | 0.0% |
| Q2 2021 | $427,000 | -3.0% | 7,502 | -3.9% | 0.00% | 0.0% |
| Q1 2021 | $440,000 | -5.0% | 7,806 | -1.7% | 0.00% | 0.0% |
| Q4 2020 | $463,000 | -61.4% | 7,945 | -61.1% | 0.00% | -66.7% |
| Q3 2020 | $1,198,000 | +5.6% | 20,410 | +5.8% | 0.00% | -25.0% |
| Q2 2020 | $1,134,000 | +17.0% | 19,285 | +17.0% | 0.00% | 0.0% |
| Q1 2020 | $969,000 | +9.5% | 16,478 | +2.2% | 0.00% | +33.3% |
| Q4 2019 | $885,000 | -2.2% | 16,120 | -1.0% | 0.00% | 0.0% |
| Q3 2019 | $905,000 | +3.3% | 16,284 | +2.2% | 0.00% | 0.0% |
| Q2 2019 | $876,000 | +0.6% | 15,936 | -1.6% | 0.00% | -25.0% |
| Q1 2019 | $871,000 | +2.8% | 16,201 | +1.3% | 0.00% | 0.0% |
| Q4 2018 | $847,000 | +4.6% | 15,996 | +2.2% | 0.00% | 0.0% |
| Q3 2018 | $810,000 | +4.0% | 15,649 | +5.1% | 0.00% | 0.0% |
| Q2 2018 | $779,000 | -3.3% | 14,886 | -2.9% | 0.00% | -20.0% |
| Q1 2018 | $806,000 | -2.3% | 15,324 | -1.0% | 0.01% | 0.0% |
| Q4 2017 | $825,000 | -3.3% | 15,479 | -2.2% | 0.01% | 0.0% |
| Q3 2017 | $853,000 | +5.8% | 15,827 | +6.0% | 0.01% | -16.7% |
| Q2 2017 | $806,000 | +1.8% | 14,937 | +1.1% | 0.01% | 0.0% |
| Q1 2017 | $792,000 | -0.9% | 14,771 | -1.4% | 0.01% | -14.3% |
| Q4 2016 | $799,000 | +0.6% | 14,974 | +4.8% | 0.01% | 0.0% |
| Q3 2016 | $794,000 | 0.0% | 14,284 | +0.7% | 0.01% | -12.5% |
| Q2 2016 | $794,000 | +5.7% | 14,191 | +4.4% | 0.01% | -11.1% |
| Q1 2016 | $751,000 | +3.9% | 13,597 | +0.9% | 0.01% | +12.5% |
| Q4 2015 | $723,000 | -2.3% | 13,481 | -0.8% | 0.01% | -33.3% |
| Q3 2015 | $740,000 | +14.2% | 13,587 | +10.5% | 0.01% | -36.8% |
| Q2 2013 | $648,000 | – | 12,294 | – | 0.02% | – |
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% |