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 | $1,399,249 | -1.7% | 29,187 | +1.1% | 0.16% | +5.9% |
| Q2 2023 | $1,423,062 | +6.5% | 28,877 | +6.4% | 0.15% | +17.8% |
| Q4 2022 | $1,336,625 | -7.7% | 27,151 | -7.8% | 0.13% | -25.4% |
| Q3 2022 | $1,448,000 | -8.4% | 29,461 | -3.8% | 0.17% | +10.2% |
| Q2 2022 | $1,580,000 | -99.9% | 30,618 | +0.1% | 0.16% | +17.2% |
| Q1 2022 | $1,629,249,000 | -4.7% | 30,596 | +0.5% | 0.13% | -2.9% |
| Q4 2021 | $1,709,502,000 | -0.8% | 30,451 | +0.2% | 0.14% | -8.0% |
| Q3 2021 | $1,724,084,000 | +91851.1% | 30,402 | -7.8% | 0.15% | -36.4% |
| Q2 2021 | $1,875,000 | +6.6% | 32,971 | +5.7% | 0.24% | +26.9% |
| Q1 2021 | $1,759,000 | -9.5% | 31,179 | -6.6% | 0.19% | -24.4% |
| Q4 2020 | $1,944,000 | +6.0% | 33,387 | +6.4% | 0.25% | 0.0% |
| Q3 2020 | $1,834,000 | +24.7% | 31,375 | +25.3% | 0.25% | +3.4% |
| Q2 2020 | $1,471,000 | +12.5% | 25,031 | +12.4% | 0.24% | -13.5% |
| Q1 2020 | $1,308,000 | +7.1% | 22,260 | +0.3% | 0.28% | +31.0% |
| Q4 2019 | $1,221,000 | -7.6% | 22,196 | -13.0% | 0.21% | +11.7% |
| Q3 2018 | $1,321,000 | – | 25,505 | – | 0.19% | – |
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% |