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 | $3,855,241 | +10.2% | 80,418 | +13.2% | 0.03% | +13.3% |
| Q2 2023 | $3,497,829 | +117.2% | 71,029 | +122.4% | 0.03% | +100.0% |
| Q1 2023 | $1,610,698 | +53.4% | 31,939 | +49.4% | 0.02% | +25.0% |
| Q3 2022 | $1,050,000 | +20.3% | 21,375 | +43.9% | 0.01% | +9.1% |
| Q3 2020 | $873,000 | -1.1% | 14,850 | -1.1% | 0.01% | -8.3% |
| Q2 2020 | $883,000 | +77.3% | 15,013 | +77.2% | 0.01% | +33.3% |
| Q1 2020 | $498,000 | +83.8% | 8,471 | +73.9% | 0.01% | +125.0% |
| Q3 2019 | $271,000 | – | 4,872 | – | 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% |