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 | $701,650 | -5.3% | 14,636 | -2.6% | 0.03% | -13.2% |
| Q2 2023 | $740,580 | +2.3% | 15,028 | +4.7% | 0.04% | -9.5% |
| Q1 2023 | $723,671 | -17.5% | 14,350 | -19.5% | 0.04% | -30.0% |
| Q4 2022 | $877,623 | +214.6% | 17,827 | +213.5% | 0.06% | +185.7% |
| Q3 2022 | $279,000 | +3.7% | 5,686 | +9.2% | 0.02% | 0.0% |
| Q2 2022 | $269,000 | -73.3% | 5,206 | -72.4% | 0.02% | -70.0% |
| Q1 2022 | $1,006,000 | -4.7% | 18,884 | +0.3% | 0.07% | -6.7% |
| Q4 2021 | $1,056,000 | +16.7% | 18,819 | +18.0% | 0.08% | +10.3% |
| Q3 2021 | $905,000 | +27.6% | 15,953 | +27.9% | 0.07% | +21.4% |
| Q2 2021 | $709,000 | -1.0% | 12,471 | -1.7% | 0.06% | -15.2% |
| Q1 2021 | $716,000 | -9.8% | 12,693 | -6.9% | 0.07% | -10.8% |
| Q4 2020 | $794,000 | -8.4% | 13,632 | -7.8% | 0.07% | -24.5% |
| Q3 2020 | $867,000 | +8.1% | 14,782 | +8.3% | 0.10% | -9.3% |
| Q2 2020 | $802,000 | +16.6% | 13,648 | +3.7% | 0.11% | -30.8% |
| Q2 2018 | $688,000 | +11.1% | 13,159 | +11.9% | 0.16% | -1.9% |
| Q1 2018 | $619,000 | – | 11,762 | – | 0.16% | – |
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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% |