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 | $450 | -94.5% | 9 | -94.6% | 0.00% | -100.0% |
| Q2 2023 | $8,204 | +127.8% | 166 | +133.8% | 0.00% | – |
| Q1 2023 | $3,602 | -22.5% | 71 | -24.5% | 0.00% | -100.0% |
| Q4 2022 | $4,646 | -7.1% | 94 | -4.1% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -78.3% | 98 | -78.2% | 0.00% | -50.0% |
| Q2 2022 | $23,000 | -4.2% | 449 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | -74.7% | 451 | -73.4% | 0.00% | -77.8% |
| Q4 2021 | $95,000 | -96.8% | 1,694 | -96.7% | 0.01% | -96.7% |
| Q3 2021 | $2,947,000 | 0.0% | 51,971 | +0.3% | 0.28% | -0.4% |
| Q2 2021 | $2,947,000 | +1.4% | 51,827 | +0.6% | 0.28% | -8.3% |
| Q1 2021 | $2,906,000 | +2.3% | 51,520 | +5.6% | 0.30% | -6.5% |
| Q4 2020 | $2,841,000 | +65.9% | 48,796 | +67.3% | 0.32% | +38.0% |
| Q3 2020 | $1,712,000 | +18.8% | 29,174 | +19.0% | 0.23% | +10.4% |
| Q2 2020 | $1,441,000 | +10.6% | 24,510 | +10.6% | 0.21% | -7.0% |
| Q1 2020 | $1,303,000 | +0.8% | 22,165 | -5.9% | 0.23% | +4.6% |
| Q4 2019 | $1,293,000 | +3.0% | 23,546 | +4.2% | 0.22% | -4.0% |
| Q3 2019 | $1,255,000 | +4.4% | 22,594 | +3.3% | 0.23% | +1.3% |
| Q2 2019 | $1,202,000 | +16.6% | 21,876 | +14.1% | 0.22% | +11.4% |
| Q1 2019 | $1,031,000 | +174.2% | 19,170 | +169.7% | 0.20% | +133.7% |
| Q4 2018 | $376,000 | -35.3% | 7,107 | -36.7% | 0.09% | -34.8% |
| Q3 2018 | $581,000 | -0.5% | 11,221 | +0.5% | 0.13% | -15.9% |
| Q2 2018 | $584,000 | +23.7% | 11,160 | +24.4% | 0.16% | +15.4% |
| Q1 2018 | $472,000 | -60.3% | 8,971 | -59.8% | 0.14% | -56.4% |
| Q4 2017 | $1,189,000 | +10.5% | 22,303 | +11.7% | 0.31% | +4.0% |
| Q3 2017 | $1,076,000 | +0.4% | 19,963 | +0.5% | 0.30% | -6.0% |
| Q2 2017 | $1,072,000 | +1.4% | 19,861 | +0.8% | 0.32% | -2.1% |
| Q1 2017 | $1,057,000 | +47.8% | 19,713 | +47.1% | 0.33% | +53.8% |
| Q4 2016 | $715,000 | +160.0% | 13,399 | +170.6% | 0.21% | +135.6% |
| Q3 2016 | $275,000 | – | 4,951 | – | 0.09% | – |
Download | ||||||
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% |