West Coast Financial LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 211 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
West Coast Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$29,243,926
+17.8%
599,629
+18.5%
3.46%
+15.0%
Q1 2024$24,830,428
+32.1%
506,227
+33.9%
3.01%
+22.1%
Q4 2023$18,793,367
+22.9%
377,984
+18.5%
2.47%
+8.1%
Q3 2023$15,292,662
-2.7%
318,996
+0.0%
2.28%
+2.7%
Q2 2023$15,712,386
-7.4%
318,838
-5.2%
2.22%
-14.4%
Q1 2023$16,959,584
+6.2%
336,299
+3.7%
2.60%
-4.1%
Q4 2022$15,972,181
-3.4%
324,440
-3.6%
2.71%
-11.1%
Q3 2022$16,540,000
-0.9%
336,594
+4.1%
3.04%
+2.8%
Q2 2022$16,683,000
+16.2%
323,307
+19.9%
2.96%
+34.3%
Q1 2022$14,356,000
+0.3%
269,591
+5.8%
2.20%
+7.7%
Q4 2021$14,310,000
+102.1%
254,902
+104.2%
2.05%
+79.6%
Q3 2021$7,080,000
+12.4%
124,847
+12.7%
1.14%
+11.0%
Q2 2021$6,299,000
+8.8%
110,766
+7.9%
1.03%
+2.1%
Q1 2021$5,788,000
+3.4%
102,610
+6.7%
1.01%
-6.6%
Q4 2020$5,599,000
-5.7%
96,178
-4.9%
1.08%
-19.7%
Q3 2020$5,935,000
+61.2%
101,143
+61.5%
1.34%
+49.5%
Q2 2020$3,682,000
-34.9%
62,639
-34.9%
0.90%
-40.4%
Q1 2020$5,655,000
-6.1%
96,206
-12.3%
1.50%
+17.0%
Q4 2019$6,025,000
+18.8%
109,690
+20.2%
1.28%
+11.8%
Q3 2019$5,070,000
+41.8%
91,245
+40.3%
1.15%
+40.6%
Q2 2019$3,575,000
+65.4%
65,044
+61.8%
0.82%
+60.2%
Q1 2019$2,162,000
+71.0%
40,197
+68.4%
0.51%
+42.1%
Q4 2018$1,264,000
+26.9%
23,872
+24.2%
0.36%
+56.1%
Q3 2018$996,000
+131.1%
19,226
+133.6%
0.23%
+93.3%
Q2 2018$431,0008,2320.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
INSIGHT 2811, INC. 807,846$47,033,00027.69%
HC Advisors, LLC 361,486$21,046,00014.39%
WNY Asset Management, LLC 449,186$26,151,00013.22%
Your Advocates Ltd., LLP 290,480$16,912,00012.44%
ASSET PLANNING CORPORATION 154,794$9,012,0008.94%
BerganKDV Wealth Management, LLC 878,389$51,140,0007.19%
Clear Perspectives Financial Planning, LLC 155,878$9,075,0005.75%
HARVEST GROUP WEALTH MANAGEMENT, LLC 158,901$9,251,0005.52%
STERLING INVESTMENT MANAGEMENT, LLC 115,933$6,750,0004.79%
Beacon Wealthcare, Inc 117,758$6,856,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders