SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,950,029 | +2.9% | 186,692 | +5.7% | 0.14% | +2.2% |
| Q2 2023 | $8,700,411 | +4.8% | 176,551 | +7.3% | 0.14% | -0.7% |
| Q1 2023 | $8,300,403 | +13.9% | 164,593 | +11.1% | 0.14% | +4.5% |
| Q4 2022 | $7,290,440 | +34.3% | 148,089 | +34.1% | 0.13% | -7.7% |
| Q3 2022 | $5,428,000 | -1.3% | 110,465 | +3.7% | 0.14% | +14.4% |
| Q2 2022 | $5,499,000 | -8.1% | 106,567 | -5.1% | 0.12% | +5.0% |
| Q1 2022 | $5,982,000 | -3.2% | 112,337 | +2.1% | 0.12% | -4.8% |
| Q4 2021 | $6,177,000 | -47.8% | 110,037 | -47.3% | 0.12% | -45.7% |
| Q3 2021 | $11,838,000 | +108.0% | 208,752 | +108.6% | 0.23% | +70.4% |
| Q2 2021 | $5,691,000 | +6.6% | 100,062 | +5.7% | 0.14% | -8.2% |
| Q1 2021 | $5,341,000 | +0.8% | 94,689 | +4.0% | 0.15% | -13.5% |
| Q4 2020 | $5,299,000 | -4.9% | 91,023 | -4.1% | 0.17% | -19.0% |
| Q3 2020 | $5,571,000 | +22.0% | 94,934 | +22.2% | 0.21% | +7.7% |
| Q2 2020 | $4,567,000 | +1.8% | 77,692 | +1.8% | 0.20% | -19.1% |
| Q1 2020 | $4,486,000 | +4.2% | 76,312 | -2.5% | 0.24% | +31.0% |
| Q4 2019 | $4,305,000 | -1.9% | 78,285 | -0.7% | 0.18% | -5.2% |
| Q3 2019 | $4,387,000 | -34.0% | 78,827 | -34.8% | 0.19% | -34.2% |
| Q2 2019 | $6,643,000 | +3.1% | 120,817 | +0.9% | 0.30% | -8.1% |
| Q1 2019 | $6,445,000 | +7.6% | 119,787 | +5.9% | 0.32% | -8.3% |
| Q4 2018 | $5,992,000 | +6.7% | 113,061 | +4.4% | 0.35% | +27.3% |
| Q3 2018 | $5,615,000 | -0.7% | 108,282 | +0.3% | 0.28% | -15.6% |
| Q2 2018 | $5,652,000 | +0.8% | 107,916 | +1.1% | 0.33% | -3.6% |
| Q1 2018 | $5,608,000 | +2.6% | 106,698 | +4.0% | 0.34% | +1.5% |
| Q4 2017 | $5,467,000 | +29.3% | 102,550 | +30.8% | 0.33% | +30.6% |
| Q3 2017 | $4,228,000 | -2.2% | 78,397 | -2.1% | 0.26% | -5.9% |
| Q2 2017 | $4,321,000 | +4.1% | 80,068 | +3.6% | 0.27% | -2.2% |
| Q1 2017 | $4,149,000 | +5.8% | 77,251 | +5.2% | 0.28% | -6.1% |
| Q4 2016 | $3,922,000 | +37.8% | 73,461 | +43.2% | 0.30% | +35.3% |
| Q3 2016 | $2,847,000 | +3.2% | 51,293 | +3.7% | 0.22% | +1.9% |
| Q2 2016 | $2,759,000 | – | 49,465 | – | 0.21% | – |
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% |