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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $172,319 | +8.3% | 3,417 | +5.7% | 0.01% | 0.0% |
| Q4 2022 | $159,160 | -50.7% | 3,233 | -48.3% | 0.01% | -54.5% |
| Q2 2022 | $323,000 | -10.3% | 6,255 | -7.4% | 0.01% | 0.0% |
| Q1 2022 | $360,000 | -37.0% | 6,752 | -33.7% | 0.01% | -31.2% |
| Q4 2021 | $571,000 | -22.1% | 10,179 | -21.3% | 0.02% | -30.4% |
| Q3 2021 | $733,000 | +33.0% | 12,932 | +33.6% | 0.02% | +35.3% |
| Q2 2021 | $551,000 | -11.0% | 9,682 | -11.8% | 0.02% | -26.1% |
| Q1 2021 | $619,000 | +61.2% | 10,977 | +66.5% | 0.02% | +53.3% |
| Q4 2020 | $384,000 | -38.0% | 6,591 | -37.5% | 0.02% | -48.3% |
| Q3 2020 | $619,000 | +9.9% | 10,542 | +10.0% | 0.03% | -6.5% |
| Q2 2020 | $563,000 | -46.3% | 9,581 | -46.3% | 0.03% | -55.1% |
| Q1 2020 | $1,048,000 | +9.1% | 17,830 | +1.9% | 0.07% | +35.3% |
| Q4 2019 | $961,000 | +123.5% | 17,492 | +123.5% | 0.05% | +96.2% |
| Q3 2019 | $430,000 | 0.0% | 7,825 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $430,000 | +372.5% | 7,825 | +362.2% | 0.03% | +333.3% |
| Q1 2019 | $91,000 | +18.2% | 1,693 | +16.0% | 0.01% | -14.3% |
| Q4 2018 | $77,000 | +1825.0% | 1,460 | +1771.8% | 0.01% | – |
| Q3 2018 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | -92.7% | 78 | -92.6% | 0.00% | -100.0% |
| Q1 2018 | $55,000 | -24.7% | 1,050 | -23.1% | 0.00% | -33.3% |
| Q4 2017 | $73,000 | -3.9% | 1,365 | -3.2% | 0.01% | -33.3% |
| Q3 2017 | $76,000 | +1.3% | 1,410 | +1.6% | 0.01% | -10.0% |
| Q2 2017 | $75,000 | -5.1% | 1,388 | -6.1% | 0.01% | -9.1% |
| Q1 2017 | $79,000 | -16.0% | 1,478 | -12.7% | 0.01% | -38.9% |
| Q3 2016 | $94,000 | +370.0% | 1,693 | +375.6% | 0.02% | +260.0% |
| Q2 2016 | $20,000 | +566.7% | 356 | +465.1% | 0.01% | +400.0% |
| Q1 2016 | $3,000 | 0.0% | 63 | +3.3% | 0.00% | 0.0% |
| Q4 2015 | $3,000 | – | 61 | – | 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% |