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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,594 | -28.1% | 73 | -18.0% | 0.00% | – |
| Q4 2021 | $5,000 | -98.2% | 89 | -98.2% | 0.00% | -100.0% |
| Q3 2021 | $285,000 | +1.4% | 5,022 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $281,000 | +1.1% | 4,933 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $278,000 | -53.0% | 4,933 | -52.3% | 0.02% | -11.1% |
| Q4 2020 | $592,000 | +87.3% | 10,334 | +92.1% | 0.03% | -15.6% |
| Q3 2020 | $316,000 | +10.1% | 5,379 | +10.2% | 0.03% | +3.2% |
| Q2 2020 | $287,000 | -0.3% | 4,879 | -0.5% | 0.03% | -16.2% |
| Q1 2020 | $288,000 | +6.3% | 4,904 | -0.5% | 0.04% | +23.3% |
| Q4 2019 | $271,000 | -1.8% | 4,930 | -0.6% | 0.03% | -9.1% |
| Q3 2019 | $276,000 | +1.1% | 4,960 | -0.1% | 0.03% | +3.1% |
| Q2 2019 | $273,000 | +27200.0% | 4,965 | +49550.0% | 0.03% | – |
| Q2 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | – | 10 | – | 0.00% | – |
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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% |