SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,468,000 | -5.1% | 151,982 | -0.4% | 0.98% | -9.0% |
| Q2 2022 | $7,873,000 | -21.1% | 152,580 | -18.6% | 1.08% | -13.0% |
| Q1 2022 | $9,984,000 | -6.1% | 187,484 | -1.0% | 1.24% | +4.8% |
| Q4 2021 | $10,628,000 | +46.0% | 189,311 | +47.5% | 1.18% | +32.5% |
| Q3 2021 | $7,280,000 | -0.1% | 128,370 | +0.2% | 0.89% | +0.6% |
| Q2 2021 | $7,284,000 | +0.8% | 128,079 | +0.0% | 0.88% | -7.9% |
| Q1 2021 | $7,224,000 | -2.9% | 128,069 | +0.2% | 0.96% | -4.8% |
| Q4 2020 | $7,441,000 | +0.7% | 127,808 | +1.5% | 1.01% | -14.1% |
| Q3 2020 | $7,389,000 | -1.7% | 125,913 | -1.5% | 1.17% | -10.9% |
| Q2 2020 | $7,513,000 | -10.7% | 127,813 | -10.7% | 1.32% | -31.8% |
| Q1 2020 | $8,417,000 | +42.7% | 143,202 | +33.4% | 1.93% | +64.0% |
| Q4 2019 | $5,898,000 | +1.3% | 107,369 | +2.5% | 1.18% | -10.7% |
| Q3 2019 | $5,821,000 | +2.8% | 104,777 | +1.7% | 1.32% | -2.1% |
| Q2 2019 | $5,663,000 | +2.2% | 103,033 | +0.0% | 1.35% | -1.5% |
| Q1 2019 | $5,541,000 | +2.1% | 103,022 | +0.5% | 1.37% | -12.4% |
| Q4 2018 | $5,428,000 | +3.9% | 102,520 | +1.7% | 1.56% | +8.5% |
| Q3 2018 | $5,223,000 | -0.8% | 100,840 | +0.2% | 1.44% | -6.7% |
| Q2 2018 | $5,267,000 | -0.7% | 100,643 | -0.2% | 1.54% | +1.8% |
| Q1 2018 | $5,305,000 | -0.2% | 100,881 | +1.2% | 1.52% | -4.2% |
| Q4 2017 | $5,314,000 | +4.8% | 99,666 | +6.0% | 1.58% | +211.6% |
| Q3 2017 | $5,072,000 | +0.5% | 94,065 | +0.6% | 0.51% | -67.0% |
| Q2 2017 | $5,049,000 | +2.3% | 93,547 | +1.6% | 1.54% | -3.0% |
| Q1 2017 | $4,935,000 | -8.3% | 92,061 | -8.8% | 1.59% | -7.6% |
| Q4 2016 | $5,383,000 | -3.2% | 100,895 | +0.8% | 1.72% | -2.1% |
| Q3 2016 | $5,563,000 | -0.8% | 100,119 | -0.1% | 1.76% | -4.6% |
| Q2 2016 | $5,607,000 | -29.9% | 100,171 | -30.8% | 1.84% | -20.4% |
| Q1 2016 | $7,998,000 | +4.5% | 144,817 | +1.4% | 2.31% | +6.9% |
| Q4 2015 | $7,656,000 | -12.3% | 142,840 | -10.8% | 2.16% | -21.9% |
| Q3 2015 | $8,731,000 | +3.1% | 160,198 | +1.4% | 2.77% | +1.9% |
| Q2 2015 | $8,471,000 | -0.7% | 158,007 | +0.6% | 2.72% | +4.1% |
| Q1 2015 | $8,535,000 | +0.2% | 157,010 | -1.2% | 2.61% | -1.7% |
| Q4 2014 | $8,519,000 | – | 158,941 | – | 2.66% | – |
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% |