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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,752,074 | -2.4% | 78,266 | +0.4% | 0.46% | +0.9% |
| Q2 2023 | $3,843,208 | -3.2% | 77,987 | -0.9% | 0.46% | -9.2% |
| Q1 2023 | $3,969,219 | +1.4% | 78,707 | -1.0% | 0.50% | -4.2% |
| Q4 2022 | $3,914,068 | -2.3% | 79,505 | -2.5% | 0.52% | -9.4% |
| Q3 2022 | $4,007,000 | -7.2% | 81,549 | -2.5% | 0.58% | -2.5% |
| Q2 2022 | $4,318,000 | -2.6% | 83,677 | +0.5% | 0.59% | +11.3% |
| Q1 2022 | $4,434,000 | -6.8% | 83,269 | -1.8% | 0.53% | -5.8% |
| Q4 2021 | $4,759,000 | +0.5% | 84,774 | +1.5% | 0.56% | -6.0% |
| Q3 2021 | $4,735,000 | -3.5% | 83,493 | -3.2% | 0.60% | -2.8% |
| Q2 2021 | $4,907,000 | +2.7% | 86,289 | +1.8% | 0.62% | -3.4% |
| Q1 2021 | $4,779,000 | -1.3% | 84,723 | +1.9% | 0.64% | -5.2% |
| Q4 2020 | $4,841,000 | -1.2% | 83,148 | -0.4% | 0.68% | -13.5% |
| Q3 2020 | $4,900,000 | +2.5% | 83,505 | +2.7% | 0.78% | -4.8% |
| Q2 2020 | $4,779,000 | -2.0% | 81,303 | -2.0% | 0.82% | -19.7% |
| Q1 2020 | $4,877,000 | +7.2% | 82,970 | +0.1% | 1.02% | +25.0% |
| Q4 2019 | $4,551,000 | -0.2% | 82,858 | +0.8% | 0.82% | -6.0% |
| Q3 2019 | $4,562,000 | -15.1% | 82,183 | -16.0% | 0.87% | -12.4% |
| Q2 2019 | $5,376,000 | +4.7% | 97,856 | +2.6% | 0.99% | -1.4% |
| Q1 2019 | $5,133,000 | +9.6% | 95,387 | +7.8% | 1.00% | -6.9% |
| Q4 2018 | $4,682,000 | +3.7% | 88,483 | +1.7% | 1.08% | +12.6% |
| Q3 2018 | $4,514,000 | +14.6% | 87,041 | +15.7% | 0.96% | +7.8% |
| Q2 2018 | $3,940,000 | +58.9% | 75,222 | +59.9% | 0.89% | +51.6% |
| Q1 2018 | $2,480,000 | +116.8% | 47,055 | +119.4% | 0.59% | +107.4% |
| Q4 2017 | $1,144,000 | +40.0% | 21,443 | +41.5% | 0.28% | +23.0% |
| Q3 2017 | $817,000 | +62.4% | 15,156 | +61.5% | 0.23% | +43.8% |
| Q2 2017 | $503,000 | – | 9,384 | – | 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% |