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 | $25,505 | +76.6% | 532 | +81.6% | 0.00% | +100.0% |
| Q2 2023 | $14,440 | -91.4% | 293 | -91.2% | 0.00% | -93.8% |
| Q1 2023 | $168,336 | +2.4% | 3,338 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $164,330 | -47.5% | 3,338 | -47.6% | 0.02% | -51.4% |
| Q3 2022 | $313,000 | -88.3% | 6,376 | -87.7% | 0.04% | -87.5% |
| Q2 2022 | $2,667,000 | +1112.3% | 51,688 | +1149.1% | 0.28% | +1238.1% |
| Q1 2022 | $220,000 | -7.2% | 4,138 | -0.9% | 0.02% | -12.5% |
| Q3 2021 | $237,000 | +0.9% | 4,176 | +1.3% | 0.02% | 0.0% |
| Q2 2021 | $235,000 | +3.5% | 4,124 | +2.6% | 0.02% | -7.7% |
| Q1 2021 | $227,000 | -16.8% | 4,019 | -14.3% | 0.03% | -21.2% |
| Q4 2020 | $273,000 | -10.2% | 4,690 | -9.4% | 0.03% | -17.5% |
| Q3 2020 | $304,000 | +2.7% | 5,174 | +2.7% | 0.04% | -2.4% |
| Q2 2020 | $296,000 | -80.6% | 5,037 | -80.6% | 0.04% | -84.0% |
| Q1 2020 | $1,528,000 | +5.7% | 26,002 | -1.1% | 0.26% | +16.4% |
| Q4 2019 | $1,445,000 | -2.2% | 26,304 | -1.0% | 0.22% | -8.3% |
| Q3 2019 | $1,477,000 | -1.2% | 26,576 | -2.3% | 0.24% | -2.8% |
| Q2 2019 | $1,495,000 | +23.3% | 27,200 | +20.7% | 0.25% | +17.6% |
| Q1 2019 | $1,212,000 | -78.7% | 22,543 | -79.0% | 0.21% | -80.7% |
| Q4 2018 | $5,696,000 | – | 107,578 | – | 1.09% | – |
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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% |