SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,989,379 | +336.1% | 1,605,953 | +348.3% | 0.10% | +329.2% |
| Q2 2023 | $17,652,196 | -4.2% | 358,202 | -1.9% | 0.02% | -11.1% |
| Q1 2023 | $18,417,187 | +111.3% | 365,203 | +106.3% | 0.03% | +107.7% |
| Q4 2022 | $8,714,247 | -3.4% | 177,011 | -3.6% | 0.01% | -18.8% |
| Q3 2022 | $9,019,000 | -14.0% | 183,544 | -9.7% | 0.02% | -5.9% |
| Q2 2022 | $10,491,000 | -19.3% | 203,309 | -16.8% | 0.02% | -15.0% |
| Q1 2022 | $13,007,000 | -28.5% | 244,255 | -24.6% | 0.02% | -31.0% |
| Q4 2021 | $18,179,000 | -14.7% | 323,811 | -13.8% | 0.03% | -23.7% |
| Q3 2021 | $21,305,000 | +6.5% | 375,676 | +6.8% | 0.04% | +5.6% |
| Q2 2021 | $20,012,000 | -7.7% | 351,883 | -8.5% | 0.04% | -18.2% |
| Q1 2021 | $21,692,000 | -9.8% | 384,544 | -6.9% | 0.04% | -17.0% |
| Q4 2020 | $24,055,000 | +4880.3% | 413,168 | +4918.4% | 0.05% | +5200.0% |
| Q3 2020 | $483,000 | -26.6% | 8,233 | -26.5% | 0.00% | -50.0% |
| Q2 2020 | $658,000 | +9.5% | 11,198 | +9.5% | 0.00% | 0.0% |
| Q1 2020 | $601,000 | +10.9% | 10,227 | +3.6% | 0.00% | 0.0% |
| Q4 2019 | $542,000 | -8.0% | 9,868 | -6.9% | 0.00% | 0.0% |
| Q3 2019 | $589,000 | +170.2% | 10,596 | +166.8% | 0.00% | +100.0% |
| Q2 2019 | $218,000 | -16.8% | 3,971 | -18.4% | 0.00% | 0.0% |
| Q1 2019 | $262,000 | -41.3% | 4,865 | -43.4% | 0.00% | -50.0% |
| Q3 2018 | $446,000 | +17.4% | 8,602 | +18.5% | 0.00% | +100.0% |
| Q2 2018 | $380,000 | +19.1% | 7,262 | +19.7% | 0.00% | 0.0% |
| Q1 2018 | $319,000 | -14.9% | 6,065 | -13.7% | 0.00% | -50.0% |
| Q4 2017 | $375,000 | -9.9% | 7,030 | -8.8% | 0.00% | 0.0% |
| Q3 2017 | $416,000 | -0.5% | 7,706 | -0.4% | 0.00% | 0.0% |
| Q2 2017 | $418,000 | -11.1% | 7,740 | -11.8% | 0.00% | -33.3% |
| Q1 2017 | $470,000 | -35.1% | 8,774 | -35.3% | 0.00% | -25.0% |
| Q4 2016 | $724,000 | +4158.8% | 13,567 | +4377.6% | 0.00% | – |
| Q3 2016 | $17,000 | +183.3% | 303 | +188.6% | 0.00% | – |
| Q2 2016 | $6,000 | +200.0% | 105 | +275.0% | 0.00% | – |
| Q1 2016 | $2,000 | -95.9% | 28 | -96.9% | 0.00% | -100.0% |
| Q4 2014 | $49,000 | +512.5% | 913 | +474.2% | 0.00% | – |
| Q3 2014 | $8,000 | – | 159 | – | 0.00% | – |
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% |