SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,776 | -99.6% | 1,080 | -99.6% | 0.02% | -99.6% |
| Q2 2023 | $12,868,832 | -6.4% | 261,137 | -4.2% | 4.01% | -7.2% |
| Q1 2023 | $13,753,270 | +708.5% | 272,720 | +688.0% | 4.32% | +519.9% |
| Q3 2022 | $1,701,000 | +3855.8% | 34,609 | +4193.9% | 0.70% | +9857.1% |
| Q1 2022 | $43,000 | -4.4% | 806 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $45,000 | -99.8% | 806 | -99.8% | 0.01% | -99.9% |
| Q3 2021 | $28,098,000 | +62340.0% | 495,462 | +62379.4% | 4.77% | +59550.0% |
| Q2 2021 | $45,000 | -57.5% | 793 | -57.9% | 0.01% | -61.9% |
| Q1 2021 | $106,000 | +2.9% | 1,885 | +6.5% | 0.02% | -4.5% |
| Q4 2020 | $103,000 | -56.5% | 1,770 | -56.2% | 0.02% | -61.4% |
| Q3 2020 | $237,000 | -99.0% | 4,039 | -99.0% | 0.06% | -99.1% |
| Q2 2020 | $23,944,000 | +140.3% | 407,351 | +140.3% | 6.17% | +97.9% |
| Q1 2020 | $9,964,000 | +690.2% | 169,519 | +638.6% | 3.12% | +687.6% |
| Q4 2019 | $1,261,000 | +7317.6% | 22,952 | +7500.0% | 0.40% | +5557.1% |
| Q2 2019 | $17,000 | -99.9% | 302 | -99.9% | 0.01% | -99.9% |
| Q1 2019 | $28,759,000 | +2875800.0% | 534,748 | +3145476.5% | 10.54% | +1054100.0% |
| Q1 2017 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,000 | 0.0% | 17 | -5.6% | 0.00% | 0.0% |
| Q2 2016 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,000 | – | 18 | – | 0.00% | – |
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% |