SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $512,000 | +7.1% | 9,596 | +6.2% | 0.16% | -3.7% |
| Q4 2018 | $478,000 | +31.7% | 9,038 | +28.8% | 0.16% | +38.8% |
| Q3 2018 | $363,000 | +31.5% | 7,017 | +32.6% | 0.12% | +27.5% |
| Q2 2018 | $276,000 | -73.3% | 5,293 | -73.4% | 0.09% | -74.0% |
| Q1 2018 | $1,034,000 | +4.8% | 19,871 | +6.2% | 0.35% | +5.7% |
| Q4 2017 | $987,000 | +28.5% | 18,714 | +31.4% | 0.33% | +21.2% |
| Q3 2017 | $768,000 | -0.5% | 14,245 | -0.1% | 0.27% | -5.2% |
| Q2 2017 | $772,000 | +2.4% | 14,264 | +1.4% | 0.29% | -2.4% |
| Q1 2017 | $754,000 | -10.8% | 14,073 | -11.1% | 0.30% | -17.8% |
| Q4 2016 | $845,000 | -23.1% | 15,837 | -19.9% | 0.36% | -23.6% |
| Q3 2016 | $1,099,000 | -46.5% | 19,774 | -46.1% | 0.47% | -49.8% |
| Q2 2016 | $2,053,000 | +8.6% | 36,687 | +7.2% | 0.94% | +4.6% |
| Q1 2016 | $1,890,000 | +7.6% | 34,224 | +4.4% | 0.90% | +6.0% |
| Q4 2015 | $1,757,000 | +3.8% | 32,789 | +5.6% | 0.84% | +6.0% |
| Q3 2015 | $1,692,000 | +5.3% | 31,038 | +3.0% | 0.80% | +6.8% |
| Q2 2015 | $1,607,000 | +6.9% | 30,125 | +9.0% | 0.74% | +4.3% |
| Q1 2015 | $1,503,000 | -1.2% | 27,646 | -1.3% | 0.71% | -5.8% |
| Q4 2014 | $1,522,000 | -7.1% | 28,005 | -8.0% | 0.76% | -12.3% |
| Q3 2014 | $1,638,000 | -2.6% | 30,426 | -3.9% | 0.86% | -1.9% |
| Q2 2014 | $1,682,000 | +17.0% | 31,659 | +15.7% | 0.88% | +15.9% |
| Q1 2014 | $1,438,000 | +22.8% | 27,362 | +21.7% | 0.76% | +17.6% |
| Q4 2013 | $1,171,000 | +19.5% | 22,490 | +21.2% | 0.65% | +14.3% |
| Q3 2013 | $980,000 | -0.8% | 18,551 | -1.7% | 0.56% | -4.2% |
| Q2 2013 | $988,000 | – | 18,873 | – | 0.59% | – |
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% |