SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,001,203 | +8.9% | 959,558 | +12.0% | 6.13% | +20.8% |
| Q2 2023 | $42,225,925 | +17.4% | 856,857 | +17.3% | 5.07% | +7.8% |
| Q1 2023 | $35,968,848 | +90424.1% | 730,629 | -9.6% | 4.71% | -10.0% |
| Q4 2022 | $39,734 | -99.9% | 808,578 | 0.0% | 5.23% | 0.0% |
| Q3 2022 | $39,734,000 | +46.5% | 808,578 | +53.9% | 5.23% | +57.1% |
| Q2 2022 | $27,116,000 | +27.9% | 525,509 | +31.9% | 3.33% | +46.8% |
| Q1 2022 | $21,209,000 | – | 398,299 | – | 2.27% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $24,972,000 | – | 471,610 | – | 4.46% | – |
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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% |