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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,368 | -6.9% | 10,479 | -4.3% | 0.00% | 0.0% |
| Q2 2023 | $539,556 | +14.8% | 10,949 | +17.4% | 0.00% | 0.0% |
| Q1 2023 | $470,157 | -47.8% | 9,323 | -49.0% | 0.00% | -60.0% |
| Q4 2022 | $900,218 | -6.9% | 18,286 | -7.1% | 0.01% | -16.7% |
| Q3 2022 | $967,000 | -88.4% | 19,686 | -87.8% | 0.01% | -88.9% |
| Q2 2022 | $8,326,000 | +860.3% | 161,355 | +890.8% | 0.05% | +800.0% |
| Q1 2022 | $867,000 | +6.8% | 16,286 | +12.7% | 0.01% | 0.0% |
| Q4 2021 | $812,000 | -0.6% | 14,456 | +0.3% | 0.01% | -14.3% |
| Q3 2021 | $817,000 | -0.1% | 14,407 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $818,000 | -1.7% | 14,389 | -2.4% | 0.01% | -11.1% |
| Q1 2021 | $832,000 | -40.0% | 14,750 | -38.1% | 0.01% | -50.0% |
| Q4 2020 | $1,387,000 | -2.5% | 23,817 | -1.8% | 0.02% | -25.0% |
| Q3 2020 | $1,423,000 | -52.8% | 24,247 | -52.7% | 0.02% | -52.0% |
| Q2 2020 | $3,014,000 | -0.6% | 51,305 | -0.5% | 0.05% | -25.4% |
| Q1 2020 | $3,033,000 | +48.2% | 51,566 | +38.7% | 0.07% | +109.4% |
| Q4 2019 | $2,046,000 | -20.1% | 37,174 | -19.3% | 0.03% | -64.4% |
| Q3 2019 | $2,561,000 | +18.1% | 46,086 | +16.8% | 0.09% | +12.5% |
| Q2 2019 | $2,168,000 | -12.3% | 39,454 | -14.1% | 0.08% | -20.0% |
| Q1 2019 | $2,471,000 | -47.4% | 45,948 | -48.2% | 0.10% | -60.3% |
| Q4 2018 | $4,700,000 | +534.3% | 88,761 | +520.6% | 0.25% | +663.6% |
| Q3 2018 | $741,000 | +10.8% | 14,302 | +11.9% | 0.03% | -10.8% |
| Q2 2018 | $669,000 | +5.5% | 12,783 | +6.2% | 0.04% | -5.1% |
| Q1 2018 | $634,000 | -27.0% | 12,040 | -26.0% | 0.04% | -26.4% |
| Q4 2017 | $869,000 | -36.3% | 16,279 | -36.7% | 0.05% | -8.6% |
| Q3 2017 | $1,365,000 | – | 25,697 | – | 0.06% | – |
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% |