SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,180,320 | -2.0% | 87,199 | +0.8% | 0.70% | +1.9% |
| Q2 2023 | $4,264,691 | -0.4% | 86,540 | +2.0% | 0.69% | -4.3% |
| Q1 2023 | $4,279,792 | +7.8% | 84,866 | +5.2% | 0.72% | +7.3% |
| Q4 2022 | $3,970,350 | -1.9% | 80,649 | -2.1% | 0.67% | -12.2% |
| Q3 2022 | $4,049,000 | +1.6% | 82,404 | +6.7% | 0.76% | +8.4% |
| Q2 2022 | $3,986,000 | +2.0% | 77,244 | +5.3% | 0.70% | +17.9% |
| Q1 2022 | $3,906,000 | +6.8% | 73,352 | +12.6% | 0.60% | +7.4% |
| Q4 2021 | $3,658,000 | +19.5% | 65,164 | +20.8% | 0.56% | -3.8% |
| Q3 2021 | $3,060,000 | +13.0% | 53,959 | +13.3% | 0.58% | -1.9% |
| Q2 2021 | $2,708,000 | +3.6% | 47,624 | +2.8% | 0.59% | -2.8% |
| Q1 2021 | $2,614,000 | +18.8% | 46,340 | +22.6% | 0.61% | +8.4% |
| Q4 2020 | $2,201,000 | +24.4% | 37,803 | +25.3% | 0.56% | +10.9% |
| Q3 2020 | $1,770,000 | – | 30,161 | – | 0.50% | – |
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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% |