SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,565 | -1.8% | 5,206 | +0.9% | 0.02% | 0.0% |
| Q2 2023 | $254,166 | -54.0% | 5,158 | -51.8% | 0.02% | -62.3% |
| Q2 2022 | $553,000 | -2.6% | 10,711 | +0.3% | 0.06% | +10.9% |
| Q1 2022 | $568,000 | -5.0% | 10,675 | +0.2% | 0.06% | +3.8% |
| Q4 2021 | $598,000 | -9.4% | 10,656 | -8.2% | 0.05% | -22.1% |
| Q3 2021 | $660,000 | +0.3% | 11,606 | +0.2% | 0.07% | 0.0% |
| Q2 2021 | $658,000 | +0.9% | 11,579 | +0.2% | 0.07% | -29.2% |
| Q1 2021 | $652,000 | -3.0% | 11,557 | +0.2% | 0.10% | -10.3% |
| Q4 2020 | $672,000 | – | 11,537 | – | 0.11% | – |
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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% |