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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,882 | -17.3% | 4,261 | -19.3% | 0.00% | 0.0% |
| Q4 2022 | $259,984 | -11.9% | 5,281 | -12.1% | 0.00% | -50.0% |
| Q3 2022 | $295,000 | +10.1% | 6,010 | +15.8% | 0.00% | +100.0% |
| Q2 2022 | $268,000 | -2.9% | 5,190 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $276,000 | -31.5% | 5,190 | -27.6% | 0.00% | -50.0% |
| Q4 2021 | $403,000 | +23.6% | 7,171 | +24.8% | 0.00% | 0.0% |
| Q3 2021 | $326,000 | -9.7% | 5,745 | -9.4% | 0.00% | 0.0% |
| Q2 2021 | $361,000 | +12.8% | 6,343 | +12.0% | 0.00% | 0.0% |
| Q1 2021 | $320,000 | -4.2% | 5,665 | -1.2% | 0.00% | 0.0% |
| Q4 2020 | $334,000 | +2.5% | 5,735 | +3.3% | 0.00% | 0.0% |
| Q3 2020 | $326,000 | +16.4% | 5,551 | +16.5% | 0.00% | 0.0% |
| Q2 2020 | $280,000 | -77.4% | 4,766 | -77.4% | 0.00% | -80.0% |
| Q1 2020 | $1,238,000 | -24.2% | 21,068 | -29.1% | 0.01% | -9.1% |
| Q4 2019 | $1,633,000 | +2.6% | 29,721 | +3.7% | 0.01% | 0.0% |
| Q3 2019 | $1,592,000 | +0.8% | 28,653 | -0.4% | 0.01% | +10.0% |
| Q2 2019 | $1,580,000 | +6.4% | 28,755 | +4.1% | 0.01% | 0.0% |
| Q1 2019 | $1,485,000 | -21.5% | 27,613 | -22.7% | 0.01% | -33.3% |
| Q4 2018 | $1,892,000 | +5.6% | 35,732 | +3.3% | 0.02% | +15.4% |
| Q3 2018 | $1,791,000 | -46.5% | 34,579 | -46.0% | 0.01% | -48.0% |
| Q2 2018 | $3,349,000 | -3.5% | 64,000 | -3.0% | 0.02% | -3.8% |
| Q1 2018 | $3,472,000 | +12.1% | 66,013 | +13.7% | 0.03% | +8.3% |
| Q4 2017 | $3,096,000 | +54.2% | 58,064 | +55.9% | 0.02% | +41.2% |
| Q3 2017 | $2,008,000 | +459.3% | 37,238 | +465.3% | 0.02% | +325.0% |
| Q3 2015 | $359,000 | +68.5% | 6,587 | +65.9% | 0.00% | +100.0% |
| Q2 2015 | $213,000 | +1.9% | 3,971 | +2.9% | 0.00% | -33.3% |
| Q1 2015 | $209,000 | -58.7% | 3,860 | -59.0% | 0.00% | -25.0% |
| Q4 2014 | $506,000 | +103.2% | 9,422 | +100.0% | 0.00% | 0.0% |
| Q3 2014 | $249,000 | -52.7% | 4,711 | -53.3% | 0.00% | -77.8% |
| Q4 2013 | $526,000 | – | 10,097 | – | 0.02% | – |
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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% |