SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,604 | -3.9% | 4,660 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $229,645 | -2.3% | 4,660 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $235,004 | +2.4% | 4,660 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $229,412 | +7.7% | 4,660 | +7.7% | 0.02% | -4.0% |
| Q3 2022 | $213,000 | -20.5% | 4,325 | -16.7% | 0.02% | -13.8% |
| Q2 2022 | $268,000 | – | 5,194 | – | 0.03% | – |
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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% |