SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,601,000 | -6.8% | 105,187 | -1.7% | 3.94% | +5.3% |
| Q4 2021 | $6,008,000 | -5.8% | 107,015 | -4.9% | 3.74% | -8.0% |
| Q3 2021 | $6,380,000 | -3.5% | 112,498 | -3.3% | 4.07% | -6.2% |
| Q2 2021 | $6,613,000 | -9.8% | 116,278 | -10.6% | 4.34% | -13.6% |
| Q1 2021 | $7,335,000 | +8.7% | 130,030 | +12.2% | 5.02% | +4.8% |
| Q4 2020 | $6,750,000 | +0.9% | 115,933 | +1.7% | 4.79% | -4.2% |
| Q3 2020 | $6,692,000 | -5.9% | 114,047 | -5.8% | 5.00% | -9.1% |
| Q2 2020 | $7,113,000 | +10.3% | 121,019 | +10.3% | 5.50% | -2.2% |
| Q1 2020 | $6,447,000 | -11.1% | 109,687 | -16.9% | 5.62% | +16.9% |
| Q4 2019 | $7,248,000 | -1.2% | 131,946 | -0.0% | 4.81% | -10.3% |
| Q3 2019 | $7,334,000 | +57.3% | 132,006 | +55.6% | 5.36% | +48.6% |
| Q2 2019 | $4,663,000 | +60.6% | 84,846 | +57.2% | 3.61% | +60.4% |
| Q1 2019 | $2,903,000 | – | 53,974 | – | 2.25% | – |
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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% |