SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $593,132 | -10.0% | 12,372 | -7.5% | 0.14% | -10.6% |
| Q2 2023 | $658,892 | -4.0% | 13,370 | -1.7% | 0.16% | -6.4% |
| Q1 2023 | $686,278 | +1.7% | 13,608 | -0.7% | 0.17% | -5.0% |
| Q4 2022 | $674,811 | -6.4% | 13,707 | -6.5% | 0.18% | -10.9% |
| Q3 2022 | $721,000 | -4.8% | 14,665 | +0.0% | 0.20% | 0.0% |
| Q2 2022 | $757,000 | -3.1% | 14,664 | +0.0% | 0.20% | +26.2% |
| Q1 2022 | $781,000 | -8.8% | 14,663 | -3.8% | 0.16% | -1.2% |
| Q4 2021 | $856,000 | -1.4% | 15,243 | -0.4% | 0.16% | -14.3% |
| Q3 2021 | $868,000 | -1.3% | 15,309 | -1.0% | 0.19% | +0.5% |
| Q2 2021 | $879,000 | -0.8% | 15,463 | -1.6% | 0.19% | -9.2% |
| Q1 2021 | $886,000 | -4.0% | 15,712 | -0.9% | 0.21% | -10.8% |
| Q4 2020 | $923,000 | -0.8% | 15,857 | +0.0% | 0.23% | -12.8% |
| Q3 2020 | $930,000 | -6.6% | 15,855 | -2.5% | 0.27% | -16.4% |
| Q2 2020 | $996,000 | +3.8% | 16,264 | -0.4% | 0.32% | -16.5% |
| Q1 2020 | $960,000 | -1.5% | 16,337 | -7.9% | 0.38% | +20.6% |
| Q4 2019 | $975,000 | -2.5% | 17,746 | -1.4% | 0.32% | -18.1% |
| Q3 2019 | $1,000,000 | +0.8% | 17,994 | -0.3% | 0.39% | -4.2% |
| Q2 2019 | $992,000 | +1.6% | 18,052 | -0.5% | 0.40% | -3.6% |
| Q1 2019 | $976,000 | +4.7% | 18,150 | +3.1% | 0.42% | -12.7% |
| Q4 2018 | $932,000 | +9.5% | 17,603 | +7.1% | 0.48% | +36.5% |
| Q3 2018 | $851,000 | +1.7% | 16,441 | +2.8% | 0.35% | -6.6% |
| Q2 2018 | $837,000 | +1.3% | 15,987 | +1.7% | 0.38% | +6.8% |
| Q1 2018 | $826,000 | +45.9% | 15,715 | +48.0% | 0.35% | +53.7% |
| Q4 2017 | $566,000 | +72.0% | 10,619 | +74.3% | 0.23% | +40.5% |
| Q3 2017 | $329,000 | – | 6,093 | – | 0.16% | – |
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% |