SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,307 | -80.5% | 215 | -79.9% | 0.00% | -100.0% |
| Q2 2023 | $52,779 | +386.8% | 1,071 | +398.1% | 0.00% | – |
| Q1 2023 | $10,842 | -30.5% | 215 | -32.2% | 0.00% | – |
| Q4 2022 | $15,606 | +41.9% | 317 | +47.4% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 215 | -8.1% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 234 | +8.8% | 0.00% | – |
| Q4 2021 | $12,000 | +500.0% | 215 | +437.5% | 0.00% | – |
| Q2 2021 | $2,000 | -66.7% | 40 | -64.3% | 0.00% | – |
| Q2 2018 | $6,000 | – | 112 | +11100.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 1 | -92.9% | 0.00% | – |
| Q2 2017 | $1,000 | – | 14 | – | 0.00% | – |
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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% |