SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,847 | -2.5% | 393,293 | +0.4% | 0.24% | -3.2% |
| Q2 2023 | $19,322 | +23.7% | 391,793 | +26.0% | 0.25% | +18.6% |
| Q1 2023 | $15,615 | -2.5% | 311,003 | -3.7% | 0.21% | -3.7% |
| Q4 2022 | $16,018 | -99.9% | 323,063 | -2.3% | 0.22% | -4.8% |
| Q3 2022 | $16,217,000 | -10.7% | 330,621 | -6.8% | 0.23% | -6.1% |
| Q2 2022 | $18,169,000 | -7.5% | 354,574 | -4.3% | 0.24% | +11.9% |
| Q1 2022 | $19,641,000 | +3.2% | 370,418 | +9.2% | 0.22% | +2.8% |
| Q4 2021 | $19,037,000 | +10.7% | 339,098 | +11.7% | 0.21% | +4.4% |
| Q3 2021 | $17,191,000 | +5.4% | 303,487 | +5.7% | 0.20% | +3.6% |
| Q2 2021 | $16,311,000 | +33.9% | 287,016 | +33.1% | 0.20% | +23.3% |
| Q1 2021 | $12,184,000 | +2.4% | 215,714 | +5.5% | 0.16% | -3.6% |
| Q4 2020 | $11,899,000 | +0.2% | 204,384 | +1.1% | 0.16% | -10.3% |
| Q3 2020 | $11,876,000 | +1.8% | 202,147 | +2.0% | 0.18% | -4.2% |
| Q2 2020 | $11,662,000 | +150.9% | 198,162 | +150.2% | 0.19% | +125.9% |
| Q1 2020 | $4,648,000 | – | 79,208 | – | 0.08% | – |
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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% |