SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $732,000 | -0.7% | 12,565 | 0.0% | 0.06% | -12.3% |
| Q3 2020 | $737,000 | -1.3% | 12,565 | -1.1% | 0.07% | -8.8% |
| Q2 2020 | $747,000 | -50.8% | 12,700 | -50.8% | 0.08% | -54.0% |
| Q1 2020 | $1,519,000 | +10.2% | 25,837 | +3.0% | 0.17% | +38.1% |
| Q4 2019 | $1,378,000 | -2.3% | 25,089 | -1.2% | 0.13% | -8.7% |
| Q3 2019 | $1,411,000 | -0.2% | 25,404 | -1.2% | 0.14% | -0.7% |
| Q2 2019 | $1,414,000 | +1.7% | 25,724 | -0.5% | 0.14% | +3.7% |
| Q1 2019 | $1,390,000 | -58.0% | 25,844 | -58.7% | 0.13% | -64.1% |
| Q4 2018 | $3,313,000 | -18.1% | 62,562 | -19.9% | 0.37% | -9.2% |
| Q3 2018 | $4,044,000 | +82.4% | 78,088 | +84.3% | 0.41% | +72.0% |
| Q2 2018 | $2,217,000 | – | 42,364 | – | 0.24% | – |
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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% |